Max Weisman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at various J.P. Morgan entities since 2017 and previously spent four years at Washington University in St. Louis. He holds Series 63 and Series 65 licenses. 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.

Kate Hidalgo 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 Hypatia Capital Group and UnidosUS. Outside of finance, she has experience in the hospitality and retail sectors, including a long-standing involvement with Barley On The Hudson. 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 applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan financial organization.

James Feketie is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase bank and Cambridge Associates. 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 investment recommendations.

Christina Carroll is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2008. 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 dedicated group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Amaury Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to that, he was with Martin Insurance Services Inc and MML Investors Services. 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 affiliated brokerage and investment management capabilities.

John Kowalski is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and previously worked at UBS and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes roles at Major League Soccer and Blue Cross Blue Shield of Rhode Island. 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 asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matthew Norman is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Citigroup, Barclays Capital, and JPMorgan Chase Bank. Outside of his advisory work, he is owner and partner of Clae Concepts, a branding, social media, and web design boutique firm. 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.

Shreya Chary is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in New York, NY. She has four years of industry experience, with prior roles at JPMorgan Chase Bank and JP Morgan Chase, and studied at Villanova University. J.P. Morgan Securities LLC 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 in its investment recommendations.

Antonio Lopez Torrero is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. since 2016, in addition to his role at J.P. Morgan Securities beginning in 2012. 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 recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Grace Kennedy 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 since 2026 and has prior experience at UBS Financial Services and Rockefeller Capital Management. Kennedy attended the University of California, Los Angeles from 2022 to 2026. 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.

Alex Benjamin Villar is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked within various divisions of J.P. Morgan since 2005, including JPMorgan Investment Management and Banco JPMorgan SA. 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. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Julie Murphy is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has been with J.P. Morgan since 2024. Prior to joining the firm, she worked at the ZSR Library at Wake Forest University and the Village of Garden City. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

John Hueter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2023. Outside of his advisory career, he has been involved with Hueter Rentals LLC. J.P. Morgan Securities LLC 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 in its recommendations.

Benoit Ugeux is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes long-term roles at JPMorgan Chase Bank and JPMorgan Securities, as well as a position at Liebert Aviation. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diego Aguero Ceresole is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Credit Suisse Securities (USA) LLC and multiple assignments within J.P. Morgan entities dating back to 2018. 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.

Gabriel Moreira is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017. He completed his education at The University of Texas at Austin. 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 in its recommendations and offers services on a non-discretionary basis.

William Johnson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior experience at JPMorgan Chase Bank, First Republic Bank, and other financial firms. 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.

John Delaney is a financial advisor at J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and PPG Industries, as well as a four-year period at Penn State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan broker-dealer and banking organization, offering access to a wide range of investment products.

Paige Weakley is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to her professional career, she attended the University of Texas at Austin. 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.

Michael Birkhofer is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has two years of industry experience and has been with JPMorgan Chase Bank NA since 2016. His current role began in 2023 at JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and the integration of an ESG eligibility framework in its recommended strategies.