Pedro Zapata III is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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 alongside affiliated brokerage, distribution, and investment management capabilities.

Luis Grullon is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. since 2011. 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.

James Homfeldt is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023 and previously spent two years at Morgan Stanley and Smith Barney. Outside of finance, he has been involved with Bullet Rental & Sales Inc. for seven years. J.P. Morgan Securities LLC 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 in its recommendations.

Michael Moody is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as non-financial work at Rutgers University and Instacart. 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 affiliated brokerage and investment management capabilities.

Anil Maharaj is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2016 and JPMorgan Chase since 2015. 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 its program on a non-discretionary basis.

Anthony Carucci is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Mass Mutual Life Insurance Company and MML Investors Services, LLC. 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 recommendations.

Aaron Bater is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work history at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Plainview - Old Bethpage Central School District. 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 brokerage and investment management capabilities and delivers its program on a non-discretionary basis.