Slavko Stankov is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has previously worked in academic roles at Baruch College and the University of Novi Sad. Outside of his advisory duties, Stankov is involved with an engineering consulting firm specializing in energy services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Keren Egu is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2023. Outside of her advisory role, she was involved with the Brown University Sheridan Center from 2023 to 2025. 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 an ESG eligibility framework.

Brian Hopp is a financial advisor at J.P. Morgan Securities in New York, NY, holding the Series 66 designation. He has been with J.P. Morgan since 2025 and has prior experience at Morgan Stanley and Jpmorgan Chase Bank. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Leidy is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes ten years at TD Private Client Wealth LLC and Td Bank NA. 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 an ESG eligibility framework.

Molly Gaffney is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2023. She has two years of industry experience, including prior roles at JPMorgan Chase Bank and various other companies outside the financial sector. 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 combination of advisory, brokerage, and investment management capabilities.

Lauren Barbieri is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to this, her work history includes roles at The Conover Advertising Co Inc, Ctp Boston, and the University of Virginia. 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 an ESG eligibility framework.

Amanda Rousseau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2018, following seven years at SG Americas Securities, LLC. 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 additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Rileigh Meyer is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. Meyer has one year of industry experience and previously worked at JPMorgan Chase Bank, N.A. Prior to joining the firm, Meyer was involved with Steps Lacrosse LLC for three years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Matthew Landon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked within various branches of JPMorgan, including roles in London and New York. Outside of finance, he was involved with Ashton Gate Stadium through a venture named Scrummy Pig. J.P. Morgan Securities LLC 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 integrates an ESG eligibility framework in its investment recommendations.

Thomas Selquist is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012 and J.P. Morgan Chase Bank NA since 2016. 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 incorporates an ESG eligibility framework when recommending investment strategies.

Jonathan Chandler is a financial advisor at J.P. Morgan Securities with professional designations Series 63 and Series 65. He has been in the industry since 2022, previously working at UBS and Coutts Private Bank. Chandler is based in New York, NY. 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.

Thomas Burke is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with one year of industry experience. He previously worked at Goldman Sachs Ayco for three years and has a diverse background including roles outside of finance. 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.

Sydney Williams 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 in various roles within J.P. Morgan since 2018, including positions at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Prior to this, he was involved with the Marist College Investment Center and had experience in enrollment services and the restaurant industry. 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.

Neil Desai is a financial advisor at J.P. Morgan Securities in New York, NY, with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various capacities since 2019. Prior to his financial services career, he worked briefly at Banana Republic and attended the University of Michigan. 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 investment strategies.

Douglas Palumbo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with JPMorgan Chase Bank NA since 2002. Outside of his advisory role, he serves as a co-trustee on a family member’s revocable trust. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by in-house manager solutions and due diligence frameworks.

David Schwartz is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, he was affiliated with JPMorgan Chase Bank and worked at Summit Partners, Muslu Law Firm, and Ed Pikula Attorney Office. He has also been involved with Harvard Athletics and Harvard University. 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 and an ESG eligibility framework. The firm’s advisory services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Rachel Brown is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her background includes roles at both J.P. Morgan Securities and JPMorgan Chase Bank, as well as a brief tenure at Goldman Sachs. 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 emphasizes ESG criteria in its investment recommendations and operates within the larger J.P. Morgan banking and broker-dealer organization.

John Macintosh is a Series 66-registered financial advisor with J.P. Morgan Securities in New York, NY. He has five years of industry experience and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Argus Information and Advisory Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Amani Barnes is a financial advisor at J.P. Morgan Securities with five years of industry experience. They hold a Series 66 designation and have worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021. Barnes has prior experience at Milber Makris Plousdis & Seiden LLP and Memorial Sloan Kettering Cancer Center. 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 deliver non-discretionary advice.

Santiago Fossati is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various roles since 2014, including positions at JP Morgan (Suisse) S.A. and JPMorgan Chase Bank, N.A. 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.