Mario Beltran is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMORGAN Securities LLC since 2010 and has been affiliated with JPMorgan Chase Bank NA since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on 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 recommendations.

Monica Badia Rodarte is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at UBS and various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework in its investment recommendations.

Jessica Fuydal is a financial advisor at J.P. Morgan Securities with Series 66 credentials and experience working at firms including First Republic Bank, Third Bridge, and JPMorgan Chase Bank. She has been with J.P. Morgan Securities since 2025. 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 brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Diming Zhu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his advisory career, he attended Boston College and St. Anthony's High School. 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 services on a non-discretionary basis.

Henry Snyder is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and has been associated with Sanford C. Bernstein since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Brady Patterson is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has recently started his career in the industry, joining the firm in 2025. His prior work experience includes roles at Morgan Stanley and JPMorgan Chase Bank, as well as employment at The Crabs Claw Inn and Ocean Beach Surf Club Inc. 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, distribution, and investment management capabilities.

Nicholas Mc Ginn is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with one year of industry experience. He previously worked at Morgan Stanley and has a diverse work background including roles outside finance. 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.

Meghan Martin is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America from 2017 to 2024. 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.

Meghana Padmanabhan 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 J.P. Morgan entities and Bloomberg LP. 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.

Sophia Linn is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she worked briefly at RBC Wealth Management and other firms. Outside of her advisory role, she was involved with Mickey the Cat, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Chafitz is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 registrations and having 11 years of industry experience. He has been associated with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is a partner in a car wash business operating through a sale-leaseback transaction. 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.

Maureen Kerr is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Goldman Sachs, Morgan Stanley Smith Barney, United Capital Financial Advisors, Mercer Allied Company, and FocusPoint Private Capital Group. Kerr serves on the board of East Side House Settlement, a nonprofit organization focused on community services related to education and career support. 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.

Coleman Younger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and was previously with AllianceBernstein LP from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Thomas Gardner is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. He has worked at various J.P. Morgan entities since 2019 and was previously affiliated with the Debusk Enrichment Center for Academically Talented Scholars and Washington University in St. Louis. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a structured process that includes quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Celine Seker is a financial advisor at J.P. Morgan Securities with 13 years of experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2013. 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.

Tao Shaer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank, Cornell University, and The New York Stem Cell Foundation Research Institute. 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, distribution, and investment management capabilities.

Frederico Cilento is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2015. 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.

William Shreero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Oppenheimer from 2005 to 2023 before joining J.P. Morgan Securities in 2023. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Alexis Ishmael is a financial advisor at J.P. Morgan Securities with two years of industry experience. Alexis holds a Series 66 designation and has work history spanning J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Barnard College, and Netblaze. Outside of finance, Alexis is involved in commercial modeling and acting through Shirley Hamilton Talent and designs products for sale on Redbubble. 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 incorporating an ESG eligibility framework in its recommendations.

Elizabeth Shaheen is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior work includes roles at Aon, McLagan Partners Inc, and Tufts University. 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 to support its recommendations.