Jennifer Barre is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2022. She has three years of industry experience and previously held positions at Skadden, Arps, Slate, Meagher & Flom LLP and Cary Stamp & Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lucca Thormann Pereira is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has been with the firm since 2025. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Private Bank, Truist Bank, and positions outside the financial industry. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Martin Macaraeg is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2016, with a brief tenure at UBS Financial Services in 2022. 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’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Michelle Rose Kosachuk is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank since 2012. 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 capabilities with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Jacob Mascari is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 65 and Series 66 designations with 24 years of industry experience. His career includes roles at Morgan Stanley and UBS Financial Services prior to joining J.P. Morgan in 2015. 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.

Philip Platek is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at TCBI Securities, Inc. and Texas Capital Bank. Outside of finance, his background includes roles in real estate and restaurant operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through a process that combines quantitative modeling with centralized due diligence.

James O'Donnell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Citigroup Global Markets and held positions related to media technology and academia at Boston College. 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 when recommending strategies.

Margaret Seo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2003 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 through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nelson Armijos is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has worked at JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he serves as a member of the board for his condominium cooperative. 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 when making investment recommendations.

Adama Diggs is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining J.P. Morgan in 2018, she worked at The Ayco Company, L.P./Mercer Allied and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering advice on a non-discretionary basis.

Thomas Dougherty is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with JPMorgan entities since 2003. Outside of his advisory role, he is the sole owner of Knobby Outdoors, LLC, an event planning business, and teaches restorative and rehabilitative yoga at Stamford Health Tully Health Center. 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 non-discretionary advisory model.

Enrique Zamora is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Lafise Securities Corp and Banco Lafise. He is currently 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Patracuolla is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is an owner and investor in Aemula, a decentralized news distribution protocol. 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.

Theodore Reese is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at PwC and Crowley Holdings LLC, along with a four-year period at Tulane University. 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 approach.

Bolanle Oyesanya is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has worked at Citigroup Global Markets and JPMorgan Chase Bank, and is a principal partner in a family-owned tax and accounting consulting business. 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.

Sarah Larson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at M&T Securities, Inc. and M&T Bank. 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 non-discretionary recommendations supported by centralized due diligence and an in-house manager solutions team.

Brendan O'Leary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs. 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.

Jason Payne is a financial advisor with J.P. Morgan Securities, holding the CFA® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has worked with J.P. Morgan Securities since 2010 and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is a trustee for a family trust and a passive investor in a technology company specializing in AI contract management. 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.

Sakshi Chaudhry is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior roles at Ascendant and Imminent. 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 investment recommendations.

Heath Tameris is a financial advisor with J.P. Morgan Securities LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with JPMorgan Chase Bank since 2009 and with J.P. Morgan Securities since 2013. 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 non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.