Bingyang Li is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. 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 combines institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

Xiaodan Zheng is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior work history includes roles at Waddell & Reed and JPMorgan Chase Bank NA. Outside of her advisory work, she is involved in family real estate through ownership and management roles at AK Northern Holding LLC and AK Capital Management Corp. 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. The firm offers a range of customized solutions through its Institutional Consulting Services program with an ESG eligibility framework incorporated into its investment process.

Giana Daswani is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has held positions at JPMorgan Chase Bank, Deloitte LLP, Nestle, and Marathon Petroleum. Daswani also spent several years affiliated with Texas A&M University and Mays Business School. 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elmer Josue Chavez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at Goldman Sachs and J.P. Morgan Chase Bank NA before joining J.P. Morgan Securities LLC in 2021. He holds Series 63 and Series 65 licenses. 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 in its recommendations.

Jake Tran is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked for Rockefeller Capital Management for twelve years. 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 offers non-discretionary services through a select group of Wealth Advisors, focusing on funds and strategies approved via internal review processes.

Nana Adae is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and over 22 years of industry experience. She has held multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Pickwick Capital Partners, Consello Group, Barclays Capital, and Lehman Brothers. Outside of her advisory work, she serves as Treasurer and board member of the Rebuild Foundation, a nonprofit dedicated to cultural development and neighborhood transformation in Chicago’s South Side, and advises a technology startup focused on reducing waste in the fashion industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and emphasizes asset-based fee structures while offering a diverse range of investment products.

Gerardo Pasquel Beristain is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2011, including JPMorgan Servicios SA and Jpmorgan Chase Bank NA. 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. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Annamarie Djelevic 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 various J.P. Morgan entities since 2016. 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.

Santi Wong is a CFP®-designated financial advisor with J.P. Morgan Securities in New York, NY, bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Sarah Noone is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 registrations and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. She completed her studies at the University of Notre Dame before beginning her professional career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gianna Losi is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Her career includes roles at JPMorgan Chase and UBS Financial Services. 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.

Francisco Lopez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2015. Outside of his advisory role, he is an owner and partner of CapExpert, a medical capital equipment management and marketplace company. 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Paulo Giavina Bianchi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2012, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Andrea Ferrer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Business Career Services, as well as experience in marketing and the arts. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mariana Pivatelli is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Emma Villamater is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and held multiple roles associated with the University of Pennsylvania. 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.

Sydnee Lubar is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has three years of industry experience. In addition to her advisory role, she is the founder of Rooste LLC, a consumer packaged goods startup focused on gluten-free bread made from eggs. 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.

Fatima Leon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 license and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her background includes roles at Wake Forest University and community involvement with Hope Church Nursery. 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 strategies.

Oliver Nilsen is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at JPMorgan Chase Bank NA and Hudson Bankers prior to his current role. 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, including an ESG eligibility framework. Their Institutional Consulting Services program delivers non-discretionary advice while clients retain final decision-making authority.

Cristobal Calvanese is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Drake Enterprises. 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 and applying an ESG eligibility framework in its recommendations.