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Sebastian F

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Sebastian Ficht is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, N.A. since 2020. Outside of his advisory role, he is involved as an owner and partner in two ventures: Phoenix Tailings, which produces sustainably recycled metals and raw materials, and Kraus Hamdani Aerospace, which develops a fully electric, zero-emissions unmanned aerial system. 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 reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Daniela A

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Daniela Abrantes Cardosode Almeida is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with JPMorgan entities in New York and Brazil 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 through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Wealth management Executive Founder/Business Owner
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Christopher K

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Christopher Kary is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has held roles at Citigroup for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. three years ago. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Sarah M

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Sarah Massey is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, with prior roles at Barclays Capital and Redbird Capital Partners. 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.

Wealth management Executive Founder/Business Owner
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Yessica H

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Yessica Herrera is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael T

Series 66

New York, NY

J.P. Morgan Securities

Michael Trifaro is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, NA and Revere Securities LLC. 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 strategies.

Wealth management Executive Founder/Business Owner
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Victoria N

Series 66

New York, NY

J.P. Morgan Securities

Victoria Nastasi 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 Merrill Lynch, Northcoast Asset Management, and JPMorgan Chase Bank. Outside of finance, she was involved with Love And Honey Boutique for one year. J.P. Morgan Securities LLC 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.

Wealth management Executive Founder/Business Owner
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Massimo P

Series 66

New York, NY

J.P. Morgan Securities

Massimo Paone is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Private Bank, Regal Investment Advisors, Bank of America, and Altrius Capital Management. He serves as an assistant varsity football coach at St. Luke's School, participating in coaching activities outside of trading hours. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework and is registered as a security-based swap dealer and futures commission merchant, offering a broad range of investment products.

Wealth management Executive Founder/Business Owner
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Nina H

Series 66

New York, NY

J.P. Morgan Securities

Nina Harper is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. She previously worked at First Republic Bank before joining JPMorgan Chase Bank and JPMorgan Securities. 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 non-discretionary advisory model.

Wealth management Executive Founder/Business Owner
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Kerry H

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Kerry Hanifin is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Craig C

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Craig Cohen is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously at RBS Securities Inc. from 2013 to 2018. 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.

Wealth management Executive Founder/Business Owner
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Kyle J

Series 66

New York, NY

J.P. Morgan Securities

Kyle Junda is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Wells Fargo and JPMorgan Chase, as well as running a clothing brand called Ascend Club. 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.

Wealth management Executive Founder/Business Owner
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Taoane B

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Taoane Bigalia is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Citigroup for six years. Outside of her advisory role, she is involved with Good Bread Distributors LLC. 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 inform its recommendations.

Wealth management Executive Founder/Business Owner
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Helena W

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Helena Wolk is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Mistras Group Inc., as well as academic affiliations with the Wharton School and the University of Pennsylvania. 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.

Wealth management Executive Founder/Business Owner
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Rachel B

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Rachel Breindel is a financial advisor at J.P. Morgan Securities in New York, NY, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2013. 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. The firm offers services through its Institutional Consulting Services program on a non-discretionary basis, with clients retaining final decision authority.

Wealth management Executive Founder/Business Owner
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Hamza A

Series 65, Series 66

New York, NY

J.P. Morgan Securities

Hamza Aslam is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley before joining J.P. Morgan in 2015. 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 strategies.

Wealth management Executive Founder/Business Owner
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Kathryn C

Series 66

New York, NY

J.P. Morgan Securities

Kathryn Cameron is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. She has worked within various divisions of J.P. Morgan and Fidelity Investments and attended Wake Forest University from 2020 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.

Wealth management Executive Founder/Business Owner
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Brendan M

Series 66

New York, NY

J.P. Morgan Securities

Brendan Meagher is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cresset Capital and JP Morgan Chase Bank, N.A., and he has a background that includes time at the University of Miami. 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.

Wealth management Executive Founder/Business Owner
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Emily S

Series 66

New York, NY

J.P. Morgan Securities

Emily Simon is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., Guggenheim Partners, and academic positions at the University of Chicago. 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.

Wealth management Executive Founder/Business Owner
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Sara K

Series 66

New York, NY

J.P. Morgan Securities

Sara Kunofsky is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she held roles at Alison Brod Marketing & Communications and Surmount. 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.

Wealth management Executive Founder/Business Owner
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