John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a tenure at JPMorgan Chase Bank, N.A. that began in 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Alvin Hayes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2017, following prior experience at Jpmorgan Chase Bank and Colling Homes Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may include ESG considerations.