Jean Marc Azar is a Series 66 licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities in New York, having previously worked at Brean Strategic Advisors LLC, Ameraudi Bank, and Sfo Capital Partners. 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 manager due diligence and an ESG eligibility framework in its recommendations.

Gina Fochetta is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2015. She serves as a board member of the Alzheimer's Drug Discovery Foundation, an organization focused on accelerating the discovery of treatments for Alzheimer's disease. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Vania Freund is a financial advisor at J.P. Morgan Securities with 16 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 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 in its recommendations.

John Sewell is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Crowe Global and Alpine Camp For Boys. 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.

Jason Donehue is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2009, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities 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 strategies.

Shivam Singh is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at firms including JPMORGAN Chase Bank, N.A. and 93North Capital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Leilah Diong is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 65 designations and has been with J.P. Morgan Chase and its affiliates since 2018. Prior to her financial services career, she held positions in retail and fashion industries and worked at Fordham University. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Shayna Lily Rose Finkelstein is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Milbank and Washington University in St. Louis. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mattia Bernocco is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Merchants Capital and JPMorgan Chase Bank, N.A. He also worked at Handel's Ice Cream in 2021. 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 ESG criteria in its recommendations.

Loren Osbourne is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 when recommending strategies.

Craig Jahnke is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at First Republic Bank and First Republic Securities Company LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Nolan Danus is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY. He has two years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities. Prior to his current position, he held various roles in the public sector 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 applying an ESG eligibility framework in its recommendations.

Alexandra Early is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. Her background includes a Master of International Business and a Bachelor of Science in Finance from the University of Florida, as well as a brief role at the University of Florida Student Teaching Center. J.P. Morgan Securities 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 strategies.

Patrick Einstein is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, the University of Delaware, and Vigilant Compliance LLC. Outside of finance, he has worked at Iron Hill Brewery and the YMCA. 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.

Liam Roy is a financial advisor at J.P. Morgan Securities with a Series 66 license and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Lincoln Financial, and Select Carriers. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Michael Lighten is a Series 66-registered financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at UBS Financial Services and Goldman Sachs. 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.

Pamela Finewood is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo and Citigroup Global Markets. Finewood is based in New York, NY. 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.

Joao Vitor Cestari Gomes is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He joined J.P. Morgan Securities in 2026 and has prior experience at Track Capital and B. Side Investimentos. He completed his studies at the University of California in 2026. 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 their investment approach.

Kelly Chapman is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Chapman held positions at JPMorgan Chase Bank, The Riverside Company, Crown Partners LLC, and The Pantry LLC. 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.

Trevor Wertheimer is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs and DeMatteo Law. 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.