Dennis Bacon is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Bank of America Private Bank and JPMorgan Chase Bank. Outside the financial sector, he is a silent investor and partner in Birddogs Inc., an e-commerce men's apparel company. 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.

Debora Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Bank of Hawaii. 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.

Frederick Hast III is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase bank NA since 2017. Prior to that, he was employed at Kimley Horn And Associates 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tomas Larsen is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2021, with prior experience at Washington University in St. Louis and General Nutrition Centers. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jamal Seale is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank in various roles since 2007, with additional experience at Onetrey, Language, and Ominous Media Group. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sabrina Batista is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked within various roles including positions at JPMorgan Chase Bank and Sodexo. 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.

Samantha Rosenberg is a financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at Rothschild & Co US Inc. and Skybridge Capital. Rosenberg holds a Series 66 designation and 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, combining quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Strode Blanchard is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, NA and Maryland Capital Management in addition to his current role. 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.

Margot Douglass is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions within JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2026. Her prior work experience includes roles in diverse organizations such as Thinkubator Global, American Public Television, and Veronica Beard. 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.

Madeline Estenson 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 and JPMorgan Chase Bank since 2025. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ti Lon Cho is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Neuberger Berman. Cho is based in New York, NY. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Daniel Brous is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Marcos Badessich is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. His work history includes roles at JP Morgan Chase Bank NA and its affiliated entities since 2016. 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.

Michael Fabrizi is a financial advisor with J.P. Morgan Securities based in New York, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior experience includes roles at Nomura Securities International, Citigroup, and JPMorgan Chase. Outside of finance, he is an owner and partner of a dog hotel and grooming facility in New York and a bar and restaurant in Boston. 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.

Rachel Solarsh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2007. 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, delivering recommendations on a non-discretionary basis.

Catherine Cafaro is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at HSBC Securities 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 in its recommendations.

Kyle Coughlin is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Morgan Stanley. Outside of finance, he has experience affiliated with Atlanta Coyotes Lacrosse. 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 modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Tuckerman Crater is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. He has been with JPMorgan Chase Bank NA since 2014 and joined JPMorgan Securities LLC in 2023. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Adam Carris is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at MCA Cross Border Advisors, OceanFront Wealth Inc., and Scotia Wealth Management. 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.

Melissa Sayori Mendes Yasunaka is a Series 66-credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Outside of finance, she was involved with the Brazilian Student Association and ISMART, a social talent recognition institute. 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 and offers services on a non-discretionary basis, with clients retaining final decision-making authority.