Angel Covarrubias Perez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses. His previous experience includes roles at JPMorgan Servicios SA and Banco JPM Inst de Banca Mult. Outside of finance, he is a partner in Carbora, a company in Mexico that modifies cars using carbon fiber, where he serves as an investor without operational duties. 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 manager due diligence and an ESG eligibility framework in its recommendations.

Nicholas Marvan is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He previously worked at BNY Mellon and has experience in both institutional and retail financial environments. 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 brokerage, distribution, and investment management capabilities.

Zachary Romanovsky is a financial advisor at J.P. Morgan Securities with 10 years of experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Celena Weber is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, with three years of industry experience. She previously worked at Barclays for eight years before joining JPMorgan Chase Bank, N.A. in 2020. 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 brokerage, distribution, and investment management capabilities.

Andrew Elvy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at various J.P. Morgan entities since 2016, including J.P. Morgan 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization, offering a range of services including asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Yumi Moon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, and the University of Southern California. Additionally, she has experience in private academic tutoring and briefly operated a food service business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Lennox Stuart is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Colliers International and has educational experience from Tulane University and Westminster School. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jack Silverman is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has one year of industry experience and has worked at JPMorgan Chase Bank, N.A. prior to his current role. Outside of finance, he has been involved with community organizations including the Jewish Community Center and the YMCA Lynch Van Otterlo. 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 incorporates an ESG eligibility framework when recommending strategies.

Lorenza Galvis is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at various firms including JPMorgan Chase Bank NA and Bruin Media Group. 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 their investment approach.

Madeleine French is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. Her prior work includes roles at Morgan Stanley and RJ Reuter LLC, as well as outside involvement with Popup Bagels and Shorehaven Golf Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies primarily on a non-discretionary basis.

Jeffrey Crosby is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs for ten 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 in its recommendations.

Sarah Lewis is a Series 66 registered financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., JPMAG London Branch, S&P Global, and Irish Life Investment Managers. 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 recommendations.

Julia Della Salle is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in New York, NY. Her prior work history includes roles at JPMorgan Chase Bank, NA and the University of Colorado Boulder. J.P. Morgan Securities 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 due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Julia Howe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023, with prior experience at UBS and Southern Methodist University. 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.

Katarina Grozdanic 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, International Business Machines, and Helios Life Enterprises Inc., as well as academic experience at the University of Chicago. 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.

Tahir Adatia is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan entities since 2019. Outside of his advisory role, he was involved with the University of British Columbia’s Alma Mater Society and the Museum of Anthropology. 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 manager due diligence and applying an ESG eligibility framework in their investment recommendations.

Elena Veale is a CFP®-credentialed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities and has prior work history at The Vanguard Group and Cornell University. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services including asset-allocation advice, manager searches, and customized performance reporting. The firm’s approach combines quantitative modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

Alison Zarella is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Aramark, and Mill Creek Capital Advisors, among others. J.P. Morgan Securities 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.

Gavin Hilder is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. Prior to his financial career, he attended Cornell University from 2013 to 2017. J.P. Morgan Securities LLC 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. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Sachin Singh is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan entities since 2013, including Alternative Asset Management and Institutional Investments. He is based in New York, NY. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.