Francesco Musio Aguilar is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Kreshnik Berisha is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held roles at JPMorgan Chase Bank, N.A. since 2011. From 2020 to 2022, he was involved with 2567 Morgan Ave, LLC. 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’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Matthew Ferrando is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Robert Perez is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Outside of finance, he has experience in the hospitality sector, including working at The Sandbar Ocean Beach and Hometown Cafe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and both quantitative and qualitative research.

John Theo is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following positions at Chase Investment Services Corp. and Merrill. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation support from affiliated investment-management entities.

Marc Ferro is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, following prior roles at Wells Fargo Clearing and HSBC Securities. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research with forward-looking market assumptions to build model asset allocations.