John King is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York. He has worked at J.P. Morgan since 2018 and previously at LPL Financial LLC from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation models and centralized due diligence. The firm incorporates an ESG eligibility framework and offers recommendations on approved funds and strategies through its Institutional Consulting Services program.

Christopher Baggini is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at J.P. Morgan Securities since 2017 and briefly at Cross Bridge Advisors in 2017. Outside of advisory work, he is a limited partner in a golf club and a restaurant. 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.

Brooke Avedisian is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 credential and having two years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2024, Brooke held positions at Accenture, Constellation Brands, and Waikiki Dive Center among others. 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 to guide investment recommendations.

Katherine Webb is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of finance, she is involved with Id Hot Yoga. 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 guide its recommendations.

Daniel Gomez Haro Alonso is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses. He has eight years of industry experience, all with J.P. Morgan entities dating back to 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Henry Iloanya is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior work experience with JPMorgan Chase Bank, Penn Campus Recreation, and the Wharton School at the University of Pennsylvania. 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 centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Vikram Singh is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His previous roles include positions at Citigroup Private Bank and HSBC Private Bank. 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.

Samuel Kuster is a financial advisor at J.P. Morgan Securities based in New York, NY, with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Prior to that, he held positions at Raymond James Financial Services and Southwestern Investment Group. 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.

Jessie De Groff is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2022, with prior experience at Cardan Capital Partners, Bandier, Core Power Yoga, and Mother Juice. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and an ESG eligibility framework.

Colin Millard is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group and Deloitte & Touche, LLP. His prior experience also includes roles in the financial and consulting sectors. 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.

Robert Di Napoli is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at CITIGROUP and TSR Consulting prior to joining J.P. Morgan and JPMorgan Chase Bank. Outside of finance, he has experience working at Yonkers Whiskey House and Iona College. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Phillip Theiss is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York, NY. His prior experience includes roles at Charles Schwab from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Baruch Shemtov is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022, and previously at RBC Capital Markets, as well as in media roles including WNYW / FOX 5 NY. Baruch has participated in live TV coverage of the Celebrate Israel Parade. 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 offers non-discretionary services delivered by Wealth Advisors and includes an ESG eligibility framework in its investment process.

Yaron Warzman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and five years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2010 in various roles. 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, distribution, and investment management capabilities.

Michael Mahon Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was self-employed and held roles at Thaddeus Stevens College of Technology and Penn State University. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers these services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Alan Lovi is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2016. Outside of his advisory role, he serves as a board member of the Mosholu Montefiore Community Center, overseeing the center’s programming, employees, and finances. 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 additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Harold Calderon is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities 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 through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wyatt Greenlees is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, MAI Capital Management, and RW Corwin & Company, CPAs. He has also been involved in landscaping through Greenlees Landscaping. 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.

Carolina Hernandez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan since 2014. Hernandez is also affiliated with Johns Hopkins University. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Samuel Morris is a Series 66-licensed financial advisor with five years of experience, currently serving at J.P. Morgan Securities in New York, NY. His prior roles include positions at JPMORGAN Chase Bank and JPMorgan, as well as experience outside the industry at Bunker Labs and other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through a centralized due diligence process that incorporates ESG criteria.