John Taveira is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held positions at PNC Bank, PNC Investments, VOYA Financial Advisors, and Money Concepts Capital Corp. Outside of finance, he was involved with We Speak Portuguese from 2012 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and includes ESG considerations.

Ivon Galaini is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has worked with J.P. Morgan Securities since 2019, alongside a longer tenure at JPMorgan Chase Bank, N.A. beginning in 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with both quantitative and qualitative analysis and may include ESG criteria in its recommendations.

Jonathan Gervais is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team, incorporating an ESG eligibility framework and broader derivatives capabilities.