John Mc Near is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 33 years of industry experience. His career includes long-term roles at both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. in New York, NY. 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.

Diego Madero is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Asesores Mexico and Grupo Financiero Actinver. 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.

Julia Garfinkle is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Her previous roles include positions at J.P. Morgan Chase Bank NA and work experience at Tripadvisor and Financial Compass Group. 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 applying an ESG eligibility framework when recommending strategies.

Derek Louie is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at JPMorgan Chase Bank and Dalton Investments, as well as involvement with the Princeton Symphony Orchestra and New York City Center Inc. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting through a non-discretionary approach. The firm integrates quantitative asset-allocation modeling and centralized due diligence in its investment process and applies an ESG eligibility framework when recommending strategies.

Seloni Daryanani is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. Her work history includes positions at JPMorgan Chase Bank, Lovango, Ralph Lauren Corporation, and Villanova University. 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.

Jason Meshberg is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to this, he held roles at Stifel Financial and had multiple engagements with the University of Colorado Boulder. 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 investment strategies.

Ryan Jones is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird & Co, Barclays Capital Inc, and BNP Paribas USA. J.P. Morgan Securities 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 applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Ian Hirschfield is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2005, also affiliated with JPMorgan Chase Bank, N.A. since 2004. 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 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.

Shefali Sangappa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Her prior work includes roles at Citigroup, JPMorgan Chase Bank, and American Eagle Outfitters. 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.

Ashley Milano is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley & Co LLC. J.P. Morgan Securities LLC 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.

Ariel Alleyne is a financial advisor with J.P. Morgan Securities in New York, NY. Holding a Series 66 designation, Alleyne has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026 following four years at the University of Chicago. 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 inform its recommendations.

Margaret Wittpenn is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Bank of America and JPMorgan Chase Bank, NA. 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.

Anthony Collard is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2022 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 incorporates an ESG eligibility framework when recommending investment strategies.

Nikita Kuznetsov is a Series 66-credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at J.P. Morgan Suisse SA and JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on customized asset-allocation advice, investment manager searches, and performance reporting. The firm's approach integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Robert Pruett III is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. 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.

Jesse Markman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014. Outside of finance, he is an owner and partner of OnOin, a consumer packaged goods company specializing in pre-chopped, flavored onions. 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 investment strategies.

Nicole Moran is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She joined J.P. Morgan Securities in 2025 and has held various roles within the JPMorgan Chase organization and other ventures in recent years. 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.

Dean Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Treasury Partners. His background includes roles in education and seasonal employment during his time at Tulane University. 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.

Matthew Taormina is a financial advisor with J.P. Morgan Securities LLC in New York, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with J.P. Morgan Chase Bank, NA and JP Morgan Securities LLC since 2016. 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.

John Scheuble is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., CVS Health Corporation, and the University of Dayton. 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 incorporates an ESG eligibility framework when recommending investment strategies.