Daniel Whritenour is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he has experience with small business ventures including ownership of All American Decks LLC and Tavern 5. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Roberts is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2013. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors, combining large institutional advisory operations with brokerage and investment management capabilities.

Gandolfo Taravella is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2014, with a three-year tenure at Morgan Stanley in between. Outside of his advisory role, he manages several family-owned condo rental properties in New Jersey. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jayashree Balasubramanian is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she held positions at Carecentrix and 24/7 Real Media. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shaun Lehrer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 13 years before joining J.P. Morgan Securities in 2024. Lehrer also held a role at Orgo LLC from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized performance reporting and applies an ESG eligibility framework when recommending investment strategies.

William Ryan is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Joseph Giaimo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Fedway Associates and the Rutgers University Foundation. Giaimo is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm delivers non-discretionary advice through a selective group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Derek Popp is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Bank of America, as well as Merrill and maintains an ownership interest in a business consulting firm, Parker Lawrence LLC. 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 applying an ESG framework when recommending investment strategies.

Stephan Rothe is a CFP®-credentialed financial advisor with 28 years of industry experience, currently with J.P. Morgan Securities in Morristown, NJ. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Arielle Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Morristown, NJ, where she has worked for 12 years. She has 19 years of industry experience and has been with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 brokerage, distribution, and investment management capabilities.

Mike Reiss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Morgan Stanley Wealth Management for 11 years before joining J.P. Morgan in 2023. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Krina Patel is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Santander Securities, Axa Equitable, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Dane Brown is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1998. Additionally, he has 33 years of experience as a group health insurance broker. 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 when recommending strategies.

Joseph Colaiacovo is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Mark Baumgarten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Baumgarten serves as a trustee and board member for Housing Partnership, a nonprofit focused on education and assistance for first-time homeownership and foreclosure counseling. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Craig Weinstein is a CFP® with 27 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at TIAA and Jpmorgan Chase Bank, N.A. He has also been affiliated with Fairleigh Dickinson University. 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 brokerage, distribution, and investment management capabilities.

Alex Kaufman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for seven years. Kaufman is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of 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. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Maria Perez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also involved with GPR Excel, LLC, a holding company for investment properties where she serves as CEO. Perez manages rental properties alongside her advisory work. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Bruce Baumgarten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. 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 an ESG eligibility framework to tailor recommendations.

Murali Balasubramanian is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009 and J.P. Morgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, enabling him to offer certain bank products and services. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jean Muhuza is a Series 66 licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, he worked for Morgan Stanley from 2017 to 2026 and has experience in banking with JPMorgan Chase Bank, N.A. He also spent a year at Stony Brook University early in his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jennifer Blair is a Series 66-registered financial advisor at J.P. Morgan Securities with 22 years of industry experience. She previously worked for The PNC Financial Services Group, Inc. for 23 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Sean Donnelly is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Hobart and William Smith Colleges. Donnelly is also an employee of JPMorgan Bank, where he offers a range of banking products and services. 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. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Robert Kaufman is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also employed by JPMorgan Chase Bank, N.A. since 2010, enabling him to offer certain bank products and services alongside investment advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence. The firm offers tailored advice on asset allocation, investment manager searches, and performance reporting through a select group of Wealth Advisors.

Jacqueline Hettesheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief tenure at Raymond James & Associates. Outside of finance, she was involved in the restaurant business for ten 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Perrette is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. 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 part of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Gerard Dimeo is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Outside of his advisory role, he owns and manages a rental property. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Juan Jimenez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he serves as a pastor assistant at The Church of God Ministry of Jesus Christ International. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm offers these services alongside brokerage, distribution, and investment management capabilities.

Kristen Knight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with J.P. Morgan since 2013 and previously worked at Mount Arlington Development LLC. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer a range of deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Albert Seraydar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked with various entities within the JPMorgan Chase organization since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a broad range of products, including security-based swaps and futures.

Ryan Stolz is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. He has worked at Morgan Stanley and J.P. Morgan Chase Bank. Stolz is based in Morristown, NJ. 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 and investment management capabilities, delivering non-discretionary programs supported by a centralized due-diligence framework.

Daniel Pontonio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for nine years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. 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.

Jeffrey Mc Aleney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and concurrently at JPMorgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.