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Juan M
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Juan Munyo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His career includes a decade at JP Morgan Suisse SA prior to his current roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.
Sophia C
Series 66
New York, NY
J.P. Morgan Securities
Sophia Cole is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Jpmorgan Chase Bank, N.A., TSG Wealth Management, and has been affiliated with Middlebury College. 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.
Vlada V
Series 66
New York, NY
J.P. Morgan Securities
Vlada Vaska is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Vlada held roles at JPMorgan Chase Bank and completed work at the W. P. Carey School of Business at Arizona State 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 applying an ESG eligibility framework in its investment recommendations.
Harold E
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Harold Eylward is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and JPMorgan Securities since 2008. Outside of his advisory role, he is an owner and partner of Bradley Stables LLC, a personal investment company focused on racehorse investments, and serves as a board member of Historic Hudson Valley, where he may join the investment committee. 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.
Rachel F
Series 66
New York, NY
J.P. Morgan Securities
Rachel Flynn is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026 and has prior work experience including roles at Dow Jones and various service-related positions. 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 ESG criteria within its investment recommendations.
Jessica P
Series 66
New York, NY
J.P. Morgan Securities
Jessica Perez is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in New York, NY, and has five years of industry experience. Her background includes roles at J.P. Morgan Chase Bank and prior positions in healthcare administration and public defense. J.P. Morgan Securities LLC delivers 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. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.
Christian G
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Christian Godard is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Bank Lux SA. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.
Nancy M
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Nancy Malamed is a financial advisor at J.P. Morgan Securities with 31 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 since 2011. 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 and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.
Rozaliya T
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Rozaliya Tsaneva is a financial advisor at J.P. Morgan Securities with 12 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 since 2014. 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 its program on a non-discretionary basis.
Augusto S
Series 66
New York, NY
J.P. Morgan Securities
Augusto Simons Arango is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Ernst & Young, and the University of Notre Dame. 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 investment recommendations.
Ross M
Series 66
New York, NY
J.P. Morgan Securities
Ross Mehl is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to his current role, he worked at Wilshire and Briben LLC and has held positions outside the financial sector, including with DoorDash and Angeloni's Restaurant and Pizzeria. 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 and an ESG eligibility framework.
Dominique V
Series 66
New York, NY
J.P. Morgan Securities
Dominique Valdez is a financial advisor at J.P. Morgan Securities with five years of industry experience. They hold the Series 66 designation and have previously worked at Bank of America, Merrill, Santander Bank, and spent time at Baruch College Zicklin School of Business. Outside of finance, Dominique was involved in Corrado Bread and Pastry for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.
Riley A
Series 66
New York, NY
J.P. Morgan Securities
Riley Allen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. He has been with JPMorgan Securities LLC since 2022 and has additional experience with JPMorgan Chase Bank, NA. 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.
Florencia Melissa C
Series 66
New York, NY
J.P. Morgan Securities
Florencia Melissa Crespo Mondula is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JPMC Bank's Buenos Aires Branch and the Instituto Tecnológico de Buenos Aires. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
Andrea B
Series 65, Series 66
New York, NY
J.P. Morgan Securities
Andrea Barrezueta is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with JPMorgan Securities LLC since 2012 and JPMorgan Chase Bank NA since 2016. Based in New York, NY, her career has been concentrated within the JPMorgan organization. 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 combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
Lisa W
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Lisa Waters is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with JPMorgan Securities LLC since 2001 and previously worked at JPMorgan Chase Bank NA from 2017 to 2020. She also serves on an occasional basis with FINRA, participating in regulatory hearing and acceptability boards. 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 these services on a non-discretionary basis and combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.
Martin F
Series 66
New York, NY
J.P. Morgan Securities
Martin Fornella Landa is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Roche and Innovation Tax & Trust. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.
Charbel A
Series 66
New York, NY
J.P. Morgan Securities
Charbel Abi Hassoun is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is an owner and partner of Renaissance General Contracting and is involved in his family’s wine business. He also volunteers as a committee member for the Samuel Waxman Cancer Research Foundation. 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.
Gavin K
Series 66
New York, NY
J.P. Morgan Securities
Gavin Kane is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab, Wallace Capital Management, Creative Financial Group, and Kathmere Capital Management. 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 when recommending investment strategies.
John H
Series 63, Series 65
New York, NY
J.P. Morgan Securities
John Haake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2014. 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 operations with brokerage, distribution, and investment management capabilities.
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