Matthew Lombardi is a financial advisor at J.P. Morgan Securities with six years of industry experience. His background includes roles at Goldman Sachs, UBS Financial Services, and the United States Securities and Exchange Commission. Lombardi also served one year in the United States Coast Guard. 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.

Daniel Martins is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and having four years of industry experience. He has been with J.P. Morgan Chase Bank and its securities affiliate since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are offered on a non-discretionary basis and focus on approved funds and strategies.

Lucia Maclean is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously held roles at JPMorgan Chase Bank, NA, and Cornell University’s Einhorn Center. J.P. Morgan Securities LLC 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 and offers non-discretionary services, with clients retaining final decision-making authority.

Kevin Grady is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. He has worked at several firms including STX Commodities, BlockFi, and UBS Securities LLC. 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.

Meghan Sabin 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 Mariner Wealth Advisors and JPMorgan Chase Bank, N.A. Outside of her advisory work, she has been associated with the Nautilus Diner and the University of Notre Dame. 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 when recommending strategies.

Samantha Neale is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her professional background includes roles at Goldman Sachs, UBS, and JPMorgan Chase Bank. She attended Vanderbilt University from 2022 to 2026. J.P. Morgan Securities primarily serves 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 investment recommendations.

William Sinclair is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2007. Sinclair serves as a board member of The Gleacher Foundation, a family charitable organization. J.P. Morgan Securities LLC 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.

Christopher Tsourmas 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 multiple roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2021, along with earlier positions in academia and the corporate sector. 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 to guide investment recommendations.

Michael Freda is a financial advisor with J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to his current role, he worked at Barclays Capital from 2014 to 2017. J.P. Morgan Securities LLC 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 operates within the broader J.P. Morgan broker-dealer and banking organization.

Thomas Truong is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, and has four years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co and Equitable Advisors. 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, distribution, and investment management capabilities.

Anton Agoncillo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also affiliated with JP Morgan Chase Bank, N.A. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Sarah Hershenhorn is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Janus Henderson Investors and Ryan Specialty Group. 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 recommendations.

Nicole Lee is a financial advisor at 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 2026. Prior to this, she worked at Rockefeller Capital Management and Innovo Property Group, and attended Harvard University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized, non-discretionary advisory services. The firm integrates ESG criteria in its investment recommendations and operates within the broader J.P. Morgan financial organization.

Daniel Goldshtein is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining J.P. Morgan, he held various roles including positions at Lighthouse LTD and Aurum Capital Group LLC, and served three years in the Air Force. He is also involved in a personal project focused on teaching finance concepts to individuals with autism spectrum disorder. 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.

Noah Zakarian is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in New York, NY. His prior experience includes roles at Capstone Partners and EMoney Advisor. 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 and investment management capabilities.

Bryan Mitchener is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Scotia Capital (USA) Inc. from 2008 to 2019. Mitchener has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. 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 strategies.

James Augustine is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. 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 strategies, and delivers its services on a non-discretionary basis.

Dylan Murray 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 and JPMorgan Chase Bank since 2026. Prior to his current role, he worked at Ameriprise Financial Services and has experience with Pumpkin Ridge Landscaping. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Lara Bamberger is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked within various divisions of J.P. Morgan since 2022. Prior to her current role, she was involved with Duke Innovation & Entrepreneurship for two years. 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 delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

William Heming III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at JP Morgan Chase Bank and Wall Street Access Corporation, and he operated a tutoring service for six 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 an ESG eligibility framework.