Evan Carson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Boston Private Wealth LLC, Silicon Valley Bank, and other financial firms. 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 affiliated brokerage and investment management capabilities.

Mitchell Antin 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 Charles Schwab, New York Life, Risk Strategies, and Revere Strategies. 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 when recommending investment strategies.

Andrew Westrich is a Series 66-registered financial advisor with J.P. Morgan Securities in New York, NY, with five years of industry experience. Prior to joining J.P. Morgan in 2021, he briefly worked at KORE Private Wealth and attended Tufts University. Outside of his advisory role, he co-owns a social media fishing blog called Eastendangler, which has over 16,000 followers across platforms. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative modeling and centralized due diligence, applies an ESG eligibility framework, and operates within a broader banking organization that includes unique registrations such as security-based swap dealer and futures commission merchant.

Nicolle Ugarte is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at JPMorgan Chase Bank, N.A., and a period of employment at The George Washington University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending strategies.

Nathan Lillis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Macquarie Group. 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 an ESG eligibility framework.

Timothy O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan entities since 2016. 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 customized investment recommendations.

Joseph Spieczny is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with J.P. Morgan Chase & Co. and JP Morgan Securities LLC since 2015. 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.

Tyler Poritzky is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include positions at AlphaSights, Liberty Mutual, Rush Street Capital, and Engel & Volkers, as well as academic involvement at the University of Michigan and Brandeis University. 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 incorporates an ESG framework in its recommendations and offers services on a non-discretionary basis.

Julia Episcopio 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 various J.P. Morgan entities since 2018, as well as at Under Armour from 2016 to 2018. 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.

Brendan Geiger 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 JPMorgan Securities and JPMorgan Chase Bank since 2017, following two years at BlackRock Inc. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Andrew Gough is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with a recent tenure at Finch Insights, Inc. from 2021 to 2024. Outside of his advisory role, he serves as trustee for several family trusts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence. The firm offers customized, non-discretionary advice through a select group of Wealth Advisors.

Erik Sulzbach is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2000. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 investment strategies.

Mia Cesare is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2025, following her studies at Georgetown University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Jacob Carvin is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America Merrill Lynch, and work for Great Times Day Camp and Canal's Wines Unlimited. 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 modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Claire Meyer is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in New York, NY. She previously worked at Bank of America and Merrill and has a background that includes time at UBS and Duke University. 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 and centralized due diligence to support client decision-making.

Reilly Gerlach is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Prior to his current role at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, he worked at Nextcare Holdings in 2018 and attended the University of Arizona from 2016 to 2020. 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 these services through a select group of Wealth Advisors on a non-discretionary basis.

Michael Meade is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2021, following 14 years at Citigroup Global Markets. J.P. Morgan Securities LLC 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. The firm offers customized advice on a non-discretionary basis, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Christopher Gironda is a CFA® charterholder with 12 years of industry experience. He is currently with J.P. Morgan Securities in New York, where he has worked since 2021. His prior experience includes roles at HABC Securities (USA) Inc and HSBC Bank USA, N.A. from 2017 to 2021, as well as earlier positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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.

Douglas Lutin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within JPMorgan Chase and its affiliated entities since 2012. Based in New York, NY, his career includes roles at JPMorgan SECURITIES LLC and JPMorgan Chase Bank, N.A. 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 operates as both a broker-dealer and investment adviser, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Isabel Sypolt is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her career includes roles at KeyBanc Capital Markets Inc and Bank of America. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.