Victoria Savage is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, N.A. and other firms dating back to 2019. 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.

Kaylin Klinger is a CFP® and CFA® charterholder with 13 years of experience in the financial industry. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. Based in New York, NY, she holds Series 63 and Series 65 licenses. 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 services with brokerage and investment management capabilities.

Mariano Oliver is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jacob Wakoff is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and has four years of industry experience. His prior work includes roles at General Mills and various sports-related organizations. Outside of his advisory work, he holds passive ownership stakes in sports ventures focused on youth soccer and athlete-fan social media engagement. 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.

Lindsey Jones is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2015. 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 reporting through a combination of advisory and brokerage capabilities.

Naja Davis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to her current roles, she worked at Atlantic Plumbing Landmark Theater and attended Howard University. J.P. Morgan Securities 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gregory Cattel is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2013. 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.

Samuele Casacci is a financial advisor with J.P. Morgan Securities in New York, NY. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2025. His prior experience includes roles at JPMorgan Chase Bank, N.A., JP Morgan SE, UBS Italia, and academic positions at Politecnico di Milano and Università di Bologna. 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 inform its recommendations.

Lauren Richards is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2024. Richards played collegiate basketball at Brown University from 2022 to 2026. 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 incorporates an ESG eligibility framework in its recommendations.

Nicolas Mejia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, he has an ownership interest in Panchito Cooling LLC, a New York-based HVAC company, though he does not manage its operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative modeling and centralized due diligence, incorporating an ESG framework in its investment recommendations.

Kevin Ng 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. His prior roles include seven years at Goldman Sachs & Co. and his current position at J.P. Morgan Securities since 2021. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Katherine Ginsburg is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with JPMorgan Securities LLC since 2010, including a decade at JPMorgan Chase Bank NA. 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 making recommendations.

Kimia Vassetizadeh is a Series 66-licensed financial advisor with five years of industry experience, currently serving at J.P. Morgan Securities in New York, NY. Prior to joining J.P. Morgan Securities in 2021, she held roles at JPMorgan Chase Bank, N.A., the University of California Irvine, and the Center for Investment and Wealth Management at the University of California. 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 operates within the larger J.P. Morgan broker-dealer and banking organization.

Andrew Young is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2006. Outside of his advisory role, he is a visual artist who paints, researches, and collects art, occasionally exhibiting and selling his work. 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.

Katherine Bruck is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2001 and has been with JPMorgan Chase Bank, N.A. since 1995. 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 customized, non-discretionary investment advice.

Paul Mancuso is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026, with prior experience at Capri Capital LLC and law firms including Ropes & Gray LLP and Ervin Cohen & Jessup LLP. J.P. Morgan Securities 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 through its Institutional Consulting Services program.

Kelcie Engles 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 JPMorgan Securities since 2023. 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.

William Giordano Jr. is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021, following a decade at UBS Financial Services Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and focuses on non-discretionary services tailored by a select group of Wealth Advisors.

Sofia Paiva Mourani is a financial advisor at J.P. Morgan Securities with Series 66 credentials and experience spanning multiple roles in financial and technology firms since 2018. Her prior work includes positions at Vectis Gestão, VITREO, Stone, and Ambev. 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.

Vicente Brocchetto 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 been with J.P. Morgan Securities since 2010, including a role at JPMorgan Chase Bank, N.A. beginning in 2025. 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 its advisory programs.