Michael Malone is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2017. His prior experience includes a position at Nissan in 2016. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework in its recommendations.

David Teska is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2013. 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 within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brett Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2014, he worked at Ameriprise for 13 years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with centralized due diligence and a range of portfolio services.

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked with JPMorgan Chase Bank since 2009. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.