Joseph Chiurazzi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and possessing 24 years of industry experience. His work history includes ten years at UBS Financial Services followed by multiple roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Frederick Bender Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2009 to 2023. Since 2023, he has been associated with JPMorgan Securities LLC and Jpmorgan Chase Bank NA in Jersey City, NJ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Drollinger is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously spent 12 years at Hennion & Walsh, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Manuel Fonseca is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2012. His prior experience includes roles at Merrill and UBS Financial Services. He is also employed by JPMorgan Chase Bank, offering banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Corinne Yeates is a Series 66-registered advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Fabian Bardales is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citi Private Bank and Merrill Lynch. Bardales is based in Jersey City, NJ. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative, ESG-integrated process supported by centralized due diligence.

Christopher Vitale is a financial advisor with J.P. Morgan Securities in Jersey City, NJ, holding a Series 66 credential and 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. In addition to his advisory role, he is employed by JPMorgan Bank, which enables him to offer certain banking products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Frascarelli is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Benedict Obaze is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Alliance Bernstein, SEI Investments, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emily Balasic is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at Merrill and Edelman, Ueg prior to her current role. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing non-discretionary investment consulting and advisory services that include asset-allocation advice and customized performance reporting.

Rachel Bascone is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, ETRADE Securities, Raymond James, and Affinity Federal Credit Union. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bryan Loew is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at TD Bank and TD Private Client Wealth. Loew’s role at JPMorgan Bank allows him to offer a range of banking products and services alongside his advisory duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jonathan Ruth is a Series 66 licensed advisor at J.P. Morgan Securities with four years of industry experience. He has held prior roles at firms including Pacific Select Distributors, Manhattan West Asset Management, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Frederick Younger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Rutgers University Child Health Institute and Hackensack Meridian Health. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Nicholas Correia is a Series 66 licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in youth soccer coaching and training, working with the Salvation Army and Ironbound Soccer Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining asset-allocation modeling and manager due diligence with an ESG eligibility framework.

Melissa Sullivan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Oliver Solomon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities since 2017 and was previously with Laidlaw and Co Ltd. from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Lamprecht is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at Equitable Advisors and Equitable Financial Life Insurance. Outside of finance, he has experience working in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Thomas Meer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. Outside the financial sector, he was involved with Party Perfect Rentals LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Cary is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has held positions at multiple financial institutions, including Merrill and Bank of America, since 2021. Outside of finance, he was affiliated with Eagle Oaks Golf and Country Club for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Cindy Mueller is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She has worked at J.P. Morgan Securities since 2000 and has also been employed by JPMorgan Chase Bank, N.A. since 1996. She holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors within the broader J.P. Morgan organization.

David Levitt is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Allstate Insurance Company, PRUCO Securities, and Truist, among others. He also maintains a role as an insurance agent servicing existing non-registered insurance clients. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kerolos Yousef is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing four years of industry experience. He has previously worked at Bank of America, TD Bank, and State Farm Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kathy Catena is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Fong is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of his advisory role, he is an owner and partner of AlphaFoxtotGaming, an e-commerce business involved in the resale of consumer goods and collectibles. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tyree Floyd is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities. He previously worked at Morgan Stanley for 10 years and Northwestern Mutual for one year. Floyd holds Series 63 and Series 65 registrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Pedro Rendon is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Weisser III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously spent four years at Citigroup. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vincent Picciuto is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Morgan Stanley Private Bank, National Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Mira Arya is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Arya holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver customized, non-discretionary advice.

Lukasz Wojciechowski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill, P.J. Robb Variable Corp., and Crump Life Insurance Services. He is based in Jersey City, NJ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.