Angela Mattione is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase since 2018, with prior experience at Franklin Templeton/Fiduciary Trust Company International. She also spent two years at the University of Chicago Booth Business School. 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.

Clara Puiggali is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has held positions at JPMorgan Chase Bank, Morgan Stanley, and Cantor Fitzgerald since 2024. Prior to her advisory career, she was involved with the Jewish Community Center of San Francisco and New York University. 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, due diligence from a dedicated manager-solutions team, and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies approved through its internal review processes.

Rodrigo Ribeiro Do Valle Setubal is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Itau Unibanco, and Rappi, as well as two years at Columbia Business School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment process and operates within the broader J.P. Morgan broker-dealer and banking organization.

Stephen Parker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His career includes over two decades of service at JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a non-discretionary, quantitative, and ESG-informed process.

John Jandl is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked for Goldman Sachs & Co. LLC for seven years and Morgan Stanley for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates with distinctive registrations including a security-based swap dealer and futures commission merchant.

Palvinder Mattu is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Deutsche Bank Securities Inc and Deutsche Bank (Suisse) S.A. before joining J.P. Morgan in 2023. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 when recommending strategies.

Emily Felder is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Margo Magidson is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities, LLC 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 through its network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

James Payne is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked for six years at J & S Technology Solutions Inc. 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.

Amanda Newman is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at Bank of America Corporation, Cornell University, and the School of Industrial and Labor Relations. 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.

Stephen Grillo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory role, he self-publishes and distributes a book. 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 recommendations.

James Keisel is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has prior experience with TD Ameritrade and Online Trading Academy. Outside of finance, he is involved as an owner and partner of Lyons Den Ventures LLC, an entity investing in private martial arts studios. 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. The firm delivers services on a non-discretionary basis, supporting clients in asset management decisions through its Institutional Consulting Services program.

Michael Geraci is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various entities within J.P. Morgan since 2015. Outside of his advisory role, he is involved with 19 Summit Ct LLC. 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’s approach includes an ESG eligibility framework and offers non-discretionary advice delivered by Wealth Advisors.

Joseph Dursi is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Deutsche Bank and Dynasty Financial Partners before joining JPMorgan Chase and J.P. Morgan Securities in 2021. 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.

Gustavo Araujo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following three years at JPMorgan Suisse. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Jared Golubitsky is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025 and previously spent two years with Metlife Investment Management. Prior to his financial services career, he attended Indiana University Bloomington and held various positions including at LASKO PRODUCTS and New World Pizza & Cafe. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization, offering access to a range of investment products and strategies.

Taarika Bhargava is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation. She has one year of industry experience and has worked at JPMorgan Chase Bank, N.A., and Alliance Bernstein. 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 applying an ESG eligibility framework in its investment recommendations.

Clara Scruggs is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and previously worked at The Morgan Companies and Thrift Commercial Real Estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework.

Judith Keating is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and Global Shares Inc prior to joining J.P. Morgan Securities. 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 brokerage and investment management capabilities.

Sami Assaf is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Before entering the financial industry, he attended the University of Maryland from 2020 to 2024. 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 when recommending strategies.