Anthony Flynn 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 2025 and has prior experience with JPMORGAN Chase Bank, Villanova Athletics, Villanova University, and the Bayonne Board of Education. 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.

Christopher Nay is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with J.P. Morgan Securities since 2006 and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he serves on the boards of the Bronxville School Foundation and Friends of Karen, both nonprofit organizations, and is a passive investor in SleepScore Inc., a company focused on sleep science. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mark Ivensky is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at American Express and Pond, Lehoky, Stern & Giordano, as well as academic experience at the University of Pennsylvania and The Wharton School. 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.

Andrew Rametta is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He joined J.P. Morgan Securities in 2025 and has prior experience at Bloomberg LP and various other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of wealth advisors and incorporates an ESG eligibility framework in its investment recommendations.

Jamie Goris is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for fourteen years. Outside of finance, he is involved in health and fitness as a yoga instructor and owner of Jamie Power Yogi LLC. 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.

Wyatt Rodger is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021. Prior to this, he was employed at Guidepoint Global and Massey Quick Simon, and attended Bucknell University. 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 develop investment recommendations.

Elizabeth Asmar is a financial advisor at J.P. Morgan Securities in New York, NY, with one year of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs and JPMorgan Chase Bank. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Grace Krantz is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, she held roles at Crosscountry Mortgage and has experience connected to Harvard University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Roxana Villafane Beggs is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for six years before joining J.P. Morgan in 2022. J.P. Morgan Securities 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 investment recommendations.

Giovany Giron is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Wells Fargo, and various local businesses. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Aline Murta is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with J.P. Morgan Securities since 2015 and is also affiliated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending investments.

Brianna Amireh is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. She has worked at several financial firms including JPMorgan Chase Bank and Wells Fargo. 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 strategies.

Liz Nowicki Sitchin is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Her prior roles include positions at Avenue Securities, Igc Partners, Ermetic, Banco Santander, and Sao Martinho S.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 team of Wealth Advisors. The firm operates with a centralized due-diligence framework and delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ari Himmel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He previously worked for FaimData for twelve years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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.

Alexandra Cerda is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has worked exclusively within JPMorgan entities since 2021, following her studies at Brown University. Outside of finance, she has experience working with summer camps and aquatics programs. 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 incorporating an ESG eligibility framework in its recommendations.

Justin Davitashvili is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Grapevine Catering LLC, Alphasights, and the University of Connecticut. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Brian Noone is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2026, he worked at Goldman Sachs from 2022 to 2026 and had roles at Northwestern Mutual and UPS. He was also involved with Union College and the Italian Center of Stamford from 2018 to 2023. J.P. Morgan Securities 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 investment recommendations.

Chloe Morris is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and two years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and Dreyfuss Management Services, as well as a position at Pressed Juicery. 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’s advisory services are delivered on a non-discretionary basis and incorporate a centralized due-diligence framework including ESG eligibility.

Laura McGrath is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities LLC 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. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Peter Wilson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several J.P. Morgan affiliates since 2017. Prior to his roles at the firm, he was associated with the UVA Darden School of Business for two 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. The firm is distinguished by its registration as a security-based swap dealer and futures commission merchant, broadening the range of investment products it can offer.