Xi Bei is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Xi Bei worked at Bytedance Co., Ltd and EY Consulting. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Wright is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Investment Management Inc. He also has experience working at PricewaterhouseCoopers and spent time affiliated with George Washington University. 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 its investment recommendations.

Joe Suarato is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes multiple roles within JPMorgan entities and a two-year tenure at 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 to support its recommendations.

Quinn Mc Cabe is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Quinn worked for S&P Global Market Intelligence for eight years and held roles at IHS Markit and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Julian Kiernan is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Cambridge Associates and Jpmorgan Chase Bank NA. 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 to its investment recommendations.

Avery Thompson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at J.P. Morgan Chase Bank and Baird Financial Group. 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 investment process.

Nicholas Stankes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at First Republic Bank and Baxter Smith & Shapiro PC. 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.

Chiara Singleton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, she was with Goldman Sachs for three years and spent two years at the University of Virginia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers customized, non-discretionary advice delivered by a select group of Wealth Advisors.

Juana Diez De Onate is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services. Juana's background includes time at the University of Michigan and MAST Academy. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, 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 affiliated brokerage, distribution, and investment management capabilities.

Tazkia Laraib is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Bowdoin College Office of Investments, and Columbia Business School. She has also served as a Resident Advisor and has involvement with the Museum of Jewish Heritage. 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 advisory registrations to serve its clients.

Peter Sullivan is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has worked at JPMorgan Securities LLC since 2010 and at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering 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 when recommending strategies.

Kurt Skudrna is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and LPL Financial. Outside of his advisory work, he is a partner in an e-commerce business focused on leather belts. 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.

Matthew Cinque is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at JP Morgan Chase Bank, First Republic Securities, First Republic Investment Management, and Fidelity Investments. Prior to his financial services career, he worked in the hospitality and recreational boating sectors. 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.

Abigail Barnett is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A. and Neuberger Berman. She has also worked outside the financial industry at Cisco Brewers Stamford and the Country Club of Darien. 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 incorporates an ESG eligibility framework when recommending investment strategies.

Joshua Friedberg is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with JPMorgan entities since 2022. Prior to his current role, he worked intermittently with the Town of Lewisboro Parks and Recreation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Geoffrey Tully is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities, he worked at Arta Finance, Passerelle Partners, Kawa Capital Management, and JPMorgan Chase. He is also an owner and passive investor in digital wealth management and insurance technology companies. 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.

Robert Casey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, as well as The Vanguard Group from 2019 to 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 an ESG eligibility framework to recommend investment strategies.

Jason Caldwell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at Goldman Sachs & Co LLC and Lazard Asset Management LLC. Outside of finance, he is the owner and director of Chloes Canvas LLC, a children's book production company. 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 in its recommendations.

David Hill is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has been with JPMorgan Securities LLC since 2020 and previously worked at JPMorgan Chase Bank NA from 2015 to 2020. Hill holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brandon Berletti is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Cohen & Steers Securities, Morgan Stanley, Bank of America, and HSBC Bank USA. 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 guide investment recommendations.