Elizabeth Yoss is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2020. Prior to that, she was with Wells Fargo Advisors Financial Network and also worked at Zoom Indoor Cycling. 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.

Deevana Palazzolo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been associated with JPMorgan Securities LLC since 2002 and JPMorgan Chase Bank NA since 2007. Outside of her advisory role, she owns Simply Soleil LLC, a small textile business specializing in handmade cosmetic and hot water bottle bags sourced from India. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Wallis Toscarelli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Prior to his current roles, he was employed at Prudential and has experience working at Stevens Institute of Technology. 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Alexandra Briskin 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 at JPMorgan Chase Bank NA and Morgan Stanley. 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 when recommending strategies.

Teresa Martinez Laredo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank and other organizations, including involvement with the Rocio Prieto Flamenco Studio. 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.

Walter Hammert is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley and JPMorgan Chase, as well as employment at the University of Scranton. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Amaya Ghoshal is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, Ghoshal worked at Goldman Sachs and Concordia Capital 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.

Kathan Manchanda is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2023. His background includes academic experience at the University of Michigan and community involvement with the Chappaqua Library. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Shawn Zimmermann is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, NYU Langone Health, and Johnstone Supply. 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.

Salvatore La Marca is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. He has worked at JPMorgan Securities LLC since 2022 and has been with JPMorgan Chase Bank, NA since 2019. Prior to his financial services career, he was affiliated with the University of Scranton from 2015 to 2019. 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.

Thomas Irving is a Series 66-registered financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has worked at JPMorgan SECURITIES LLC and BlackRock Investments, LLC before his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in New York, NY. 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 to deliver these services.

Helen Simpson Harid 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 experience includes roles at JPMorgan Bank Luxembourg S.A. and Citibank N.A. She has worked with JPMorgan entities since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mahmoud Lokman is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at J.P. Morgan Chase and the University of Tulsa. Outside of his advisory work, he is the owner and partner of a real estate holding entity, LC - P1 LLC, though he plays no active role in its operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Claire Lea Howarth is a financial advisor at J.P. Morgan Securities with 21 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 2004. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 and investment management capabilities, offering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

James Padula is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2013 and at JPMorgan Chase Bank, N.A. since 2017. 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.

Kelsey Bogle is a Series 66-licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in New York. Prior to joining J.P. Morgan Securities in 2021, Bogle spent four years at Morgan Stanley. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jake Coraggio is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A. He is based in New York, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emily Mac Kinnon is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and six years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2017. 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.

Jacob Melman Rogers is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He previously worked at JPMORGAN Chase Bank, N.A., and has academic experience at UNC Kenan-Flagler Business School and the University of Virginia. 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 broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory services.

Piyush Batra is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at JPMorgan Chase Bank, including its Singapore branch. He has been with J.P. Morgan Securities since 2025. 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 operations with brokerage, distribution, and investment management capabilities.