Victor Argentina is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Janney Montgomery Scott and JPMorgan Chase Bank, N.A. Outside of finance, he was involved with Lovin Oven Catering of Suffolk and Atlantic Vertical Blinds Inc. 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 process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Dakota Lambrou is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for two years. Outside of the financial industry, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

Nicholas Quinn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and American Express. He is based in Farmingdale, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering 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 manager solutions team, incorporating ESG frameworks and a range of eligible strategies.