Humberto Lopez Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of his advisor role, he is an owner and partner of HLCB Holding LLC, a real estate investment property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Michael Eisenstadt is a financial advisor with J.P. Morgan Securities in Hollywood, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, Northwestern Mutual, and a lengthy tenure at Equinox. 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, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Tamir Levi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to his current roles, he spent two years at Yeshiva BeisMordechai and briefly at Weinrebs Judaica. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Elsa Bittar is a financial advisor with J.P. Morgan Securities in Hollywood, Florida, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and ongoing involvement as a general partner overseeing operations at Ar El Group, a bread distribution business. She is also listed as a lease guarantor for Tribeca Restaurant, linked through family connections. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program framework.