Henry Tom is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan and HSBC in various capacities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Sunpreet Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Uber, Essential Home Care, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions supported by a centralized manager solutions team.

Daniel Freeman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he owns JJR Retail, LLC, an online resale business selling household items and accessories. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nancy Contino is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following tenures at JPMorgan Chase Bank and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.

Deborah Goldberg is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Commerz Markets LLC for over three decades, followed by roles at Oppenheimer and JPMorgan Chase Bank, N.A. She joined J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative research with an ESG eligibility framework and offers expanded derivatives and commodities capabilities.

Mohit Pahilajani is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2019. Prior to this, he held roles at JPMorgan Chase Bank, N.A., and briefly worked at Denny's Children's Wear and Partners In Care. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Oreste Abbamonte Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, previously spending three years at Merrill. Prior to that, he was employed by JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative manager research, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Saviano is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and JPMORGAN Chase Bank, N.A. since 2007. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative due diligence and incorporates ESG criteria within a broader range of derivative and commodities capabilities.