Charles Breen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. His prior work includes roles at JPMorgan Chase & Co., Lightview Capital, and Brown & Brown Insurance. Outside of finance, he has experience working at the University of Miami and operated Black Cow Ice Cream for two years. 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 its advisory services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Thomas Logan is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Deloitte, Chatham Financial, and MLP Ventures. 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 support client decisions.

Young Kim is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Kim worked at JPMorgan Chase Bank, City National Bank, CIBC Bank USA, and Key Bank. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Roberto Mendoza is a financial advisor with J.P. Morgan Securities in New York, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously worked at Deutsche Bank Trust Company Americas and Deutsche Bank Securities Inc. from 2009 to 2018. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Conor Flynn is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with an ESG framework guiding investment recommendations.

Deborah Baron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2022 and has prior experience with JPMorgan Chase Bank and Bloomberg. 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 their recommendations.

Chloe Smith is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles at JPMorgan Chase Bank, N.A., and has work experience outside the financial industry, including positions at ShopRite and Chick-fil-A. 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 investment process.

Robert Pascale is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and has worked at JPMorgan Chase Bank NA 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juhair Khan is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He worked at Merrill from 2011 to 2019 before joining JPMorgan Chase and JPMORGAN Securities in 2019. Outside of his advisory role, he is involved with Public Partnerships, LLC, assisting with the New Jersey Personal Preference Program that supports family members providing care to elderly relatives. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Catrin Hassdenteufel 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 JPMorgan SE, UBS Europe SE, Deutsche Bank AG, BNP Paribas, and Deutsche Lufthansa AG. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rohit Malhotra is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. His prior experience includes roles at Citibank, NA, Wilmington Trust/M&T Bank/LPL, and JPMorgan Chase Bank, N.A. Outside of advisory, he is an employee of M&T Bank, with the majority of his time dedicated to banking-related functions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paula Dolan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan since 2005 in various capacities. She is a board member of Council 1869, a nonprofit organization focused on addressing poverty and providing equitable opportunities in under-resourced communities. 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 investment recommendations.

Davis Gutow is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He previously worked at JPMorgan Chase Bank, N.A., and attended the University of Texas. 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 institutional advisory operations with brokerage and investment management capabilities.

Stuti Mundada is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank N.A., J.P. Morgan Securities, and AJ Gallagher & Co, among others. 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 recommendations.

Joao Pedro Gayola Barros is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at CBiz, KPMG LLP, and Fisher College of Business. 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, distribution, and investment management capabilities.

Caroline Bluestein is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. Her background includes roles at JPMorgan Chase Bank and a brief period working with Corepower Yoga. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Stephanie Lyons is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs, NEPC LLC, and Loomis Sayles & Company. 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.

Nicholas Tornatore is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. He has been with J.P. Morgan Securities since 2023 and has prior experience at JPMorgan Chase Bank, N.A., as well as roles outside the financial sector, including at Recreational Equipment, Inc. and Villanova University. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis with an in-house manager solutions team and a centralized due diligence framework.

Abigail Fossaceca is a CFP® professional with six years of experience at J.P. Morgan Securities in New York, NY. Her work history includes roles at JPMorgan Chase Bank NA and Moda Operandi. Outside of finance, she is the owner and partner of Serafina Hill Publishing LLC, which manages her romance novel publishing activities. 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 and an ESG eligibility framework.

Caroline Norcross is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Caroline serves as a board member of the Estate Planning Council of New York City, where she contributes to the oversight of the nonprofit and participates in membership decisions. 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. The firm delivers non-discretionary advisory services, emphasizing customized performance reporting and a selective approach to fund and strategy recommendations.