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Henry H
Series 66
New York, NY
J.P. Morgan Securities
Henry Harrison is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has prior work experience at RSM US LLP, Callodine Capital, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he was involved with Fizz Social and Wellesley Country Club, Inc. 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.
Soenke P
Series 66
New York, NY
J.P. Morgan Securities
Soenke Pietsch is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and Columbia University. He was also involved with Community Impact at Columbia University for four years. 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.
Connor N
Series 66
New York, NY
J.P. Morgan Securities
Connor Nicholls is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and currently based in New York, NY. He has one year of industry experience, including prior roles at Pallas Capital Advisors and JPMorgan Chase Bank, N.A. Outside of his financial career, he has experience working at the Cohasset Swim Center and attended the University of Richmond. 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.
Timothy S
CFA®, Series 63, Series 65
New York, NY
J.P. Morgan Securities
Timothy Slavin Jr. is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in New York. He has worked with J.P. Morgan since 2014, including roles at Jpmorgan Chase Bank NA and JPMorgan Securities LLC, and previously spent a year at Morgan Stanley. 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
Sebastian C
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Sebastian Calvanese is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2016. 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.
Niall M
Series 66
New York, NY
J.P. Morgan Securities
Niall Marley is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and Heidaway. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and manager search services through a non-discretionary process that integrates quantitative modeling and centralized due diligence.
Patrick H
Series 66
New York, NY
J.P. Morgan Securities
Patrick Hartnett is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Van Leeuwen & Company, LLC. Outside of finance, he has experience in undergraduate admissions and media production at the University of Notre Dame. 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 additional market-facing registrations and functions.
Alait I
Series 66
New York, NY
J.P. Morgan Securities
Alait Isaac is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, Isaac held various roles including positions at JPMorgan Chase Bank, Arizona State University, JD Sports, and Starbucks. 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 access to a broad range of products through its affiliation with J.P. Morgan’s broker-dealer and banking organization.
Ronald M
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Ronald Mc Gann is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 1989. He serves as an advisory board member to the Dean of Pace University’s Lubin School of Business and is a board member of the Salisbury University Foundation. 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 combination of advisory and brokerage capabilities.
Daniel Z
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Daniel Zigman is a financial advisor with J.P. Morgan Securities in New York, NY. He holds the Series 63 and Series 65 designations and has 16 years of industry experience, all with J.P. Morgan affiliations since 2007. 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 operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of specialized services through its Institutional Consulting Services program.
Elina M
Series 66
New York, NY
J.P. Morgan Securities
Elina Mraz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMORGAN Chase Bank, the United States Department of Commerce, and Anchor Capital Advisors. She has also been involved with Georgetown University and maritime education through the Duxbury Bay Maritime School. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Gary O
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Gary Ost is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC since 2013. His prior experience includes a role with the New Jersey Colonials Hockey Association Inc. from 2020 to 2022. 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 integrates advisory services with brokerage, distribution, and investment management capabilities.
Emily S
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Emily Sheridan is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2013. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
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