Robert Trocchia is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS and TD Bank. 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.

Caitlin Rubin is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Ernst & Young for six years. Rubin is based in New York, NY, and has been with JPMorgan Chase Bank since 2022. J.P. Morgan Securities 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 a non-discretionary advisory model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Ana Muchacho 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. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its recommendations and offers a range of investment strategies through a non-discretionary advisory program.

Vittorio Valongo is a financial advisor with J.P. Morgan Securities in New York, NY. He holds the Series 66 designation and has been with the firm since 2025. His prior experience includes multiple roles at JPMorgan Chase Bank, N.A. and a position at Stelac Advisory Services LLC. 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 its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Aleksander Ridel Juzwiak is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with J.P. Morgan entities since 2016, including JP Morgan Investment Management and JPMorgan Securities LLC. 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 integrates an ESG eligibility framework when recommending investment strategies.

Nia Harris is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Punch & Associates Investments. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Berger is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a silent investor in a real estate development project through Range Group and an early-stage investor in a technology company focused on AI. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by internal due diligence and ESG processes.

Martin Gross is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining J.P. Morgan in 2018. 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.

Korra Reed is an advisor at J.P. Morgan Securities based in New York, NY, holding a Series 66 designation and beginning her industry career in 2026. Her prior work experience includes roles at JPMorgan Chase Bank, N.A., and Professional Insurance Brokers, as well as a two-year period working at Clean Juice. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Ellen Morton is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Judah Feig is a financial advisor at J.P. Morgan Securities in New York, NY, with one year of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Magnetic/ERV, Madison Private Wealth Management, and Eric Feig Entertainment Law. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its investment process.

Sophia Wasserman is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Sisley Cosmetics, and Wayne H Wasserman CPC PC. 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.

Skye Taber is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, she spent five years at The AYCO Company, L.P./Mercer Allied. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Joao Paulo Moyses is a financial advisor at J.P. Morgan Securities with one year of industry experience. He has previously worked at BTG Pactual, RB Investimentos, and Effika Investimentos. 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 eligibility framework in its recommendations and offers a range of products through its affiliation with broader J.P. Morgan entities.

Ava Thomson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2023. Prior to her financial career, she was employed at Corner Ice Cream for four years and attended Fordham University. 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.

Adam Davis is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Davis and Associates and The Walt Disney Company. He serves on the boards of Research Bookmark, a UX-focused technology training organization, and Advancement Through Athletics, a nonprofit school where he provides guidance on finances and governance. 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.

Gracelyn Gohr is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Morgan Stanley, as well as diverse experience outside finance such as work with the United States Senate and entrepreneurial ventures in hospitality and wellness. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to support non-discretionary decision making.

Jacob Southren is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Brown Brothers Harriman and Celgene Corporation. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Pierre Van Wayenberge is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with J.P. Morgan Securities since 2004 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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 integrates an ESG eligibility framework in its recommendations.

Adam Lustig 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 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.