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Tarun H

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Tarun Hasija is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Kyle A

Series 66

New York, NY

J.P. Morgan Securities

Kyle Ackourey 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 Bank of America Merrill Lynch and Equitable Advisors. His background also includes experience at Sidley Austin LLP and involvement with the Koenig Alumni Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Nathaniel L

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Nathaniel La Goy 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael V

Series 66

New York, NY

J.P. Morgan Securities

Michael Viola 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 Garfunkel Wild P.C. for four years. His background also includes roles outside finance, such as working at PortoBello Restaurant and operating Viola Repairs. 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 in its investment approach.

Wealth management Executive Founder/Business Owner
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Michael C

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Michael Corcoran is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with J.P. Morgan Securities since 2017 and has been employed at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting 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.

Wealth management Executive Founder/Business Owner
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