Daniel Casale is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has served as an advisor to the University of North Carolina Chapel Hill’s Investment Management Center for Excellence Advisory Council. Prior to joining J.P. Morgan Securities, he served in the U.S. Army for seven years. 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 their investment selections.

Chi Zhang is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, Chi worked at JPMorgan Chase Bank, First Republic Bank, Lsegh Inc, and Citigroup. 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 process.

Harrison Katz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company from 2012 to 2019. Katz serves as a board member for the Harrison Public Library in Harrison, NY. 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.

Nancy Unrath is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Pickwick Capital Partners and First Dominion Capital Corp. since beginning her career. 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, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jose Galan is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA since 2018, as well as a brief tenure at Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mary Erdoes is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds a Series 63 designation and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Erdoes serves on the boards of the Robin Hood Foundation and the Harvard Management Company. 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 client decision-making.

Jacob Certner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including JPMorgan Chase Bank and Cred Invest. Outside of his advisory role, he is the owner and partner of Half Horse Ventures, LLC, a business involved in investing in single-family real estate properties. 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 to support its recommendations.

Luis Fernandez De Santaella is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Cassiopea Partners, and Andbank. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Oscar Loynaz is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cowen Prime Services LLC and Beech Hill Securities, Inc. Loynaz 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

Daryl Choi is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2010. 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 investment strategies.

James Rosato is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Marcus & Millichap. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Breitbard is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Brean Capital, Imperial Capital, and JPMorgan Chase Bank, N.A. He attended Babson College from 2022 to 2026. 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.

Philippe Mattias Quaresma Krepel is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at BTG Pactual US Capital LLC and BTG Pactual SA before joining J.P. Morgan Securities in 2025. 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 centralized due-diligence framework and an in-house manager solutions team.

Jason Garden is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Goldman Sachs. He 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathan Wiesenfeld is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with J.P. Morgan Securities since 2001 and has worked at J.P. Morgan Chase Bank since 2011. 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 and investment management capabilities.

Ava Kim Moon 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 experience with Teach For America, as well as engagement with various public and private sector organizations. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Vinicius Tous Artacho is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Stephanie Schrader is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and PricewaterhouseCoopers. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Grace Murray is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022. Outside of finance, she has held multiple short-term roles with the Eagles Mere Athletic Association. 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 investment recommendations.

Joseph Cermola is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has also worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.