Sarah Pickens is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Deutsche Bank Securities Inc., Stephens Inc., and BB&T. She is currently based in New York, NY. 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. The firm offers non-discretionary services through a select group of Wealth Advisors.

Bruna Bonilha Villa Dalla is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 65 licenses and has previous experience at Citibank. J.P. Morgan Securities 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.

Noah Saks is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 credential with approximately one year of experience. His work history includes roles at JPMorgan Chase Bank, N.A., and earlier positions at several firms and organizations, including The Ohio State University and Scioto Analysis. 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 develop customized investment solutions.

Thomas Nagy is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB before joining J.P. Morgan Securities in 2021. 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 investment recommendations.

Mia Salin is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has previously worked at Miracle Mile Advisors and Brigid & Bess. Mia’s background includes four years at the University of Virginia. 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.

Abigail Shipp is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Piermont Bank, Piper Sandler & Co, and Sandler O'Neill & Partners. Abigail also has experience in business education from the UVA Darden School of Business. 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 Kruger is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and seven years of industry experience. He has worked at UBS Financial Services and JPMorgan Chase Bank, NA, among other roles. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Ted Orben is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Buoyant Ventures. He has also been affiliated with Brown University in various capacities from 2018 to 2022. 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 when recommending investment strategies.

Neha Bhardwaj is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2022. Prior to this, she held roles at Wells Fargo Securities, Sqn Investors, and Novus Partners, Inc., as well as multiple positions affiliated with the University of Pennsylvania. 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 while clients retain final decision-making authority.

Alexander Dorin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America before joining J.P. Morgan in 2026. 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 applies an ESG eligibility framework when recommending strategies.

Cosmin Cotet is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and The River Club. Cotet is based in New York, NY. 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 an ESG eligibility framework.

Emily Tofel is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. Tofel completed her undergraduate studies at Emory 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its investment recommendations.

Michael Mayeri is a financial advisor with J.P. Morgan Securities in New York, NY. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2025. His background includes roles at JPMorgan Chase Bank, the University of Wisconsin, and Triton International. He has also been involved with Winged Foot Golf Club and Westchester Hills Golf Club. J.P. Morgan Securities LLC 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.

Dorjana Citozi is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Axa Advisors and Equitable Advisors. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors on a non-discretionary basis.

Cody Sumpter is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Di Sanzo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Serena Di Bianco 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 firms including Ayco and Mungo Creative Group prior to joining JPMorgan. 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

David Killian is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and CIBC World Markets. He is based in New York, NY. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary decision making.

Philip Variano is a CFP®-designated financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 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 an ESG eligibility framework in its recommendations.

Maximilian Gieseman is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan Chase since 2023. Prior to his current role, he was associated with the University of Miami and ScienceLogic. 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 when recommending strategies.