Orit Hodarkovsky is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at Deawm Distributors, Inc., Blackrock Fund Advisors, and Merrill. Outside of her advisory role, she is president of Eureka Moment LLC, a value-oriented retail business supporting philanthropic causes, where she designs clothing and manages social media. 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 a broad banking and broker-dealer organization with access to diverse product types.

Brian Hanson is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. Prior to his financial services career, he worked in positions at Intercontinental Hotels Group and Troon Golf. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Natasha Krupp is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and was previously employed at JP Morgan from 2015 to 2017. 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.

Sarah Ma 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 worked at various JPMorgan entities since 2018. Prior to her financial career, she was affiliated with Rutgers University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Allison Krause is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior experience includes roles at RT Foods, Inc. and Kailo Fitness. 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.

Diego Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at JP Morgan Chase Bank and Livingstone Partners, as well as a position at Cafe Georgetown. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Natalia Hampel is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, Traveler's Insurance, and various positions outside the financial sector. 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. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Omar Elangbawy is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at UBS Securities LLC and UBS International Inc. 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 its recommendations.

Connor Randall is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to joining the firm, he worked briefly at Maiden Cove Capital and has experience at Chapel School Summer Camp and Middlebury College. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Courtney Longley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2017. 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 incorporates an ESG eligibility framework in its recommendations and offers a range of products through its extensive affiliations within the broader J.P. Morgan organization.

Eileen Chen is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has one year of industry experience, with prior roles at JPMorgan Chase Bank, Northrop Grumman, and involvement with the Center For Social Value Creation and the Office of Experiential Learning. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Hannah Fortgang is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She previously worked at Stone Harbor Investment Partners for six years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Makoto Usui is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC 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 affiliated brokerage, distribution, and investment management capabilities.

Summer Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. She has held multiple roles within J.P. Morgan Chase and completed her studies at Georgetown 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 an ESG eligibility framework in its investment process.

Nicolas Loret De Mola is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has been with J.P. Morgan since 2025. His prior experience includes roles at Eclerx LLC and JPMorgan Chase Bank, N.A. 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.

Marcos De Villalobos is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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.

Nestor Amador De Gracia is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at PwC and Coca Cola. 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 network of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Donovan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior experience at First Republic Bank and J.P. Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Casella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 63 designation and has worked at various J.P. Morgan entities since 2003, including JPMorgan Chase Bank and J.P. Morgan Wealth Management Solutions. 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.

Quentin Buchman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Northwestern Mutual. 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 in its recommendations.