Joseph Markovich is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and previously at Chase Securities Inc. since 2001. He serves as a member of the Penn State Investment Council, overseeing investment matters related to the university's endowment. 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 brokerage, distribution, and investment management capabilities.

John Jackson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to these roles, he was employed at Focused Wealth Management and has experience outside the financial sector at Spackenkill Janitorial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gilad Krasner Cohen is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan Securities, he worked at JPMORGAN Chase Bank and has experience tutoring college students in business courses. 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.

Daniel Battista is a CFA® charterholder with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2021. Prior to that, he spent eight years at Brown Brothers Harriman. 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.

Rachel Menziuso 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 Chase Bank and J.P. Morgan Securities since 2022. 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 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 eligible strategies.

Bariki Innis is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Scopia Capital Management and Empery Asset Management, and has a background that includes a position at the New York Times. 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.

Chloe Azar is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMORGAN Chase Bank and J.P. Morgan Securities since 2024. Chloe studied at New York University Leonard N Stern School of Business from 2021 to 2024. 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.

Joshua Tetteh 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 roles at JPMorgan Chase Bank, State Street, and MZM Group Inc. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of investment products within the J.P. Morgan organization.

Christopher Kelly is a CFP®-certified financial advisor with J.P. Morgan Securities in New York, NY, bringing 23 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016 and has been affiliated with New York University since 2013. 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. Its services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Jordan Mc Murray is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience with previous roles at UBS Private Wealth Management, First Republic Bank, and Citibank. His background also includes work outside the financial sector at companies like Amazon and Raising Cane's. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset allocation with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers access to a broad range of products through its affiliation with J.P. Morgan’s broker-dealer and banking organization.

Alfonso Medina is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, UBS, Goldman Sachs, and The Ayco Company, as well as academic experience at Bentley 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 recommendations.

Ryan Jost is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2005 and has worked at JPMorgan Chase Bank, N.A. since 2016. 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 broker-dealer and investment adviser registrations to deliver its services.

Peter Prunty is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Index Capital Consultants, and UBS Financial Services. 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 support non-discretionary decision-making.

Grace Manchester is a Series 66-registered financial advisor with three years of industry experience, currently with J.P. Morgan Securities in New York, NY. Her prior roles include positions at JPMorgan Chase Bank, Blue Bell Private Wealth Management, and various engagements during her time at Villanova University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework guiding investment recommendations.

William Harrington is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has been affiliated with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, he worked at Basketdrop and attended Villanova 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 incorporating an ESG eligibility framework in its investment recommendations.

Fernando Martins Diniz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Banco JPMorgan and Banco Bradesco prior to his current role. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Weigand is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in New York, NY. He has been with J.P. Morgan Securities since 2010 and also has experience with Jpmorgan Chase Bank, N.A. since 2017. Outside of his advisory role, he is a consultant for Isagenix Worldwide, LLC, a nutrition products company operating through multi-level marketing. 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 recommend approved funds and strategies.

Averell Walker is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA, where he has worked since 2021. His prior experience includes roles at Sapere Aude Consortium and Janney Montgomery Scott, as well as academic work at the University of Richmond. 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, employing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG framework applied in portfolio construction.

Zaim Lajka is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and UBS. Outside of his advisory role, he is the sole proprietor of a rental property business in Staten Island, 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 due diligence and an ESG eligibility framework.

Christopher Delgado is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, and Abridge. Delgado has also been involved with the Transitional Justice and Democratic Stability Lab at the University of Chicago. 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.