Ritchey Howe is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Wall, Blackstone, and The Walt Disney 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 an ESG eligibility framework to guide its recommendations.

Christopher Zack is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and Conservest Capital Advisors, Inc. 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’s offerings include non-discretionary services delivered by Wealth Advisors and access to a broad range of approved investment strategies.

Neil Mathew is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2018, following three years at Marsh & McLennan Companies. 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 recommendations on a non-discretionary basis.

William Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Circle Wealth Management and DT Investment Partners. 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 investment recommendations.

Sean Johnston is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 10 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 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 when recommending investment strategies.

Samuel Haverstick III is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. Its approach combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework for assembling investable universes and recommending strategies.

Vanessa Boes is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, she worked at Sotheby's for three years and Christie's for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized investment solutions.

Luke Chenault is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, with two years of industry experience. His work history includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as roles outside finance such as at David Ellis Events and Berkshire Valley Golf Course. 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 applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dante Myers is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions within JPMorgan Chase Bank, J.P. Morgan Private Bank, and various roles outside the financial industry, including at Sunshine Valet and The University of Tampa. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering advisory services on a non-discretionary basis.

Jessica Levesque is a financial advisor with J.P. Morgan Securities in New York, NY. She holds the Series 66 designation and has one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, FTI Consulting, Boston Consulting Group, and Brewed Awakenings Management Group LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Rafael Rozenbojm Schott is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2021. Prior to joining J.P. Morgan, he was associated with Banco C6 and was involved with Phi Kappa Tau Fraternity during his college years. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alfredo Morales is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021 and has prior experience with PricewaterhouseCoopers/MBO Partners, the University of Zurich, and Roth Staffing Companies/Episcopal Community Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. Their services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Daniel Castro is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, and has two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, NA, and the hospitality sector with HotelAVE and Statler Hotel. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers its program on a non-discretionary basis.

Jayden Solanky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously been associated with RBC Wealth Management and Brown & Brown. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Constantin Zodl is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, and has two years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank, TMF Group, EY, Amazon, and Oasis Therapeutics LLC. J.P. Morgan Securities 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 when recommending strategies.

Mehvish Mirza is a CFA® charterholder with 18 years of experience in the financial industry. She currently works at J.P. Morgan Securities in New York, having joined the firm in 2025 after prior roles at UBS Financial Services, New Momentum LLC, and HSBC Securities (USA) Inc. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Stefan Gargiulo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2019. Prior to this role, he worked at JPMorgan Chase Bank, N.A., and JPMorgan Chase from 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering 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 in its recommendations.

Laila Raful is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at JP Morgan Chase Bank N.A. and Babson College. 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 when recommending investment strategies.

Silvia Venturelli is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, she worked at Bank of America and was involved with Columbia University's Department of Mathematics. 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. The firm applies an ESG eligibility framework in its recommendations and offers services through a select group of Wealth Advisors on a non-discretionary basis.

Brennan Horn is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Alphasights and Brighton House Associates. Outside of finance, he has experience working in the restaurant industry at Bricco and was involved with the Country Club of Farmington. 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 and fund searches, and customized performance reporting through its Institutional Consulting Services program.