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John F
Series 66
New York, NY
J.P. Morgan Securities
John Feminella is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Emma B
Series 66
New York, NY
J.P. Morgan Securities
Emma Barroso is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has been with JPMorgan Chase Bank and JPMorgan Securities since 2022, with prior employment gaps between 2012 and 2021. 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 brokerage, distribution, and investment management capabilities.
Angelo M
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Angelo Madureira De Pinho Lisboa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is an owner and partner of Orelo Produção de Midia LTDA, a podcast and newsletter platform for content creators. 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.
Juana S
Series 66
New York, NY
J.P. Morgan Securities
Juana Sanchez 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to this, she held roles at Robert Half Financial Services and Advanced Mechanical Services. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Felicia F
Series 66
New York, NY
J.P. Morgan Securities
Felicia Favorito is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank 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 institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.
Thomas W
CFP®, Series 63, Series 65
New York, NY
J.P. Morgan Securities
Thomas Walsh is a CFP®-certified financial advisor with J.P. Morgan Securities, based in New York, NY. He has seven years of industry experience, including roles at JPMorgan Chase Bank, NA, 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
Mary M
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Mary Mc Cague is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, she was employed at Manpower and Christopher Nolan/Do's. 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 when recommending investment strategies.
Marshall D
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Marshall Donner is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 an ESG eligibility framework for its recommendations.
Ariana B
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Ariana Bedrossian is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of her advisory role, she pursues work as an artist, selling her own artwork in her spare time. J.P. Morgan Securities LLC 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 their investment recommendations.
Andrew L
Series 66
New York, NY
J.P. Morgan Securities
Andrew Lechleiter is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Outside of finance, he has experience at the Louisville Country Club and a dessert business named Desserts By Helen, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.
Nina L
Series 66
New York, NY
J.P. Morgan Securities
Nina Lawson is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 credential. She has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2025, with prior experience at firms including Ring Mountain Capital and Aequim Alternative Investments. Lawson has also been involved with Adrian Copeland Swimming, LLC. 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 its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.
Makayla M
Series 66
New York, NY
J.P. Morgan Securities
Makayla Manoni is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023 and attended Fordham University from 2019 to 2023. 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 non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.
Varcity K
CFA®, Series 63, Series 65
New York, NY
J.P. Morgan Securities
Varcity Kariuki is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, currently with J.P. Morgan Securities since 2016 and J.P. Morgan Bank, N.A. 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 when recommending investment strategies.
Colin F
Series 66
New York, NY
J.P. Morgan Securities
Colin Ford is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and previously worked at Citi for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. Outside of his advisory role, he is an investor in Faherty Brand, an apparel company, having participated in its friends and family funding round. 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 framework when recommending investment strategies.
Daniel E
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Daniel Egan is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and two years of industry experience. Prior to joining J.P. Morgan, he held various roles including ownership of a freelance web design business. In that capacity, he creates and maintains websites and assists with social media content. 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.
Robert W
Series 66
New York, NY
J.P. Morgan Securities
Robert Wadsworth is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Hall Capital Partners LLC and held positions at J.P. Morgan Chase Bank. 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, all delivered through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
Alexandra R
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Alexandra Reach is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2014. Outside of her advisory role, she is an owner and partner in investment LLCs focused on multi-family real estate properties in Texas. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.
Fatimah I
Series 66
New York, NY
J.P. Morgan Securities
Fatimah Ibidunni is a Series 66 licensed financial advisor at J.P. Morgan Securities with five years of industry experience. She has been with J.P. Morgan in various capacities since 2018, including her current role at J.P. Morgan Securities LLC since 2021. 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.
Marc P
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Marc Pouey is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill. Outside of his advisory role, he is a partner in a family-owned real estate LLC with minimal day-to-day involvement. J.P. Morgan Securities provides institutional consulting services primarily 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 operates as both a broker-dealer and investment adviser, delivering advisory services on a non-discretionary basis with a centralized due-diligence framework.
Val M
Series 65, Series 66
New York, NY
J.P. Morgan Securities
Val Mooty is a financial advisor at J.P. Morgan Securities with one year of industry experience. Val holds Series 65 and Series 66 licenses and has previous experience at Morgan Stanley and Quent Capital. Outside of finance, Val is co-owner of Mooty Entertainment, LLC, a music business through which they perform and receive income from music streaming. 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.
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