Tomislav Matesic is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including NYLIFE Securities LLC and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering 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 in its recommendations.

Jeffrey Axford is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, TD Ameritrade, and Scottrade. Outside of his advisory role, he is a minority owner and investor in Heirlome, LLC, a women’s fashion brand. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Clarence Jackson is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and having nine years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, Morgan Stanley, New York Life, and LPL Enterprises. Outside of his advisory roles, he has been involved with God's Love, LLC for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Brian Lopez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Johnnie Lee is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Equitable Advisors, and other financial firms. 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Ferraro is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018, following eight years at JPMorgan Chase Bank. Based in New York, NY, he provides advisory services as part of a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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.