Amanda Holsen is a financial advisor at J.P. Morgan Securities with the Series 66 designation. She has one year of industry experience and has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. 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.

Matthew Van Dyne is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with JPMorgan Securities LLC since 2011 and also has ownership interests in a steel tube manufacturing company and a coffee business. Additionally, he is a partial owner of a property management firm in Costa Rica. 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, delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Ines Etcheverry is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. Her prior roles include positions at Bloomberg, Banco Santander, and the Miami Dolphins. 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 in its selection process.

Mary Chen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending investment strategies.

Steven Sabatino is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2004. Outside of his advisory role, he is a seed investor and partial owner of Audio Evolution Diagnostics, Inc., a medical device and technology 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 combination of advisory and brokerage capabilities.

Elizabeth Ramge is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to that, she held positions at Nicklaus Brown & Co, PNC Bank, and 3 Co Health Concepts LLC. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Michael Curcio is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020. Prior to joining J.P. Morgan, he was employed at Lifetime Fitness and High Ridge Investments LLC. 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 Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Gervasi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Prior to his advisory career, he was affiliated with Rutgers University and the Green-Fields Swim Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kerri Rail is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2022, she worked at UBS Financial Services from 2019 to 2022. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Maya Greenfield is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan, she worked at HSBC Global Banking and Markets and has academic experience with Columbia University and Cornell University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 strategies.

Samuel Hyatt is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Charles Schwab and HedgeServ Ltd. J.P. Morgan Securities 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 a combination of quantitative modeling and centralized due diligence.

Brooke Blanton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Brooke worked at Brown Brothers Harriman and taught at Delbarton School. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Maximillian Grascher is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Milbank LLP. 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.

Christopher Lee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and no prior industry experience. He has been with J.P. Morgan Securities since 2026 and previously held roles at New York University Athletics and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

George Fisfis is a financial advisor with J.P. Morgan Securities in New York, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2017. J.P. Morgan Securities 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.

Sydney Russell is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. Russell has one year of industry experience and previously worked with Oxford Financial Group and JPMorgan Chase Bank, N.A. Outside of finance, Russell has experience in the hospitality and fitness industries, including roles at Pie Tap Pizza Workshop + Bar and Power Play Fitness. 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 their investment approach.

Hayden Lawrence is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence in its approach.

Simeon Balev is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley, Ameriprise Financial, and Northwestern Mutual Investment Services LLC. His current role at J.P. Morgan Securities began in 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory with brokerage and investment management capabilities.

Timothy Batten 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 at firms including Citadel and Charles River Development. Outside of his advisory role, he is a partner in a real estate syndication business in southern New Hampshire. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Giacomo Mecagni is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in various roles at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC Bank. Mecagni also has a background connected to Tulane University and Tulane Athletics. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors on a non-discretionary basis.