Jessica Niemeyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Sei Investments and Trucendent LLC. Niemeyer attended Wake Forest University from 2020 to 2024. 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 when recommending investment strategies.

Marcos Diaz Lopez is a Series 66-licensed advisor with J.P. Morgan Securities in New York, NY. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024, accumulating one year of industry experience. 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 when recommending investment strategies.

Abe Puerto is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 12 years before joining J.P. Morgan in 2023. 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 affiliated brokerage and investment management capabilities.

Emily Stallings is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at Encompass Health and the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Meghan Vladimirov is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016 and J.P. Morgan Securities LLC since 2011. 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 and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis with clients retaining final decision-making authority.

Ramona Pyke is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she held roles at CorePower Yoga, Wells Fargo, Bright Harbors Advisors, and UCLA. Outside of finance, she has experience in the wellness and hospitality sectors, including work with CorePower Yoga and Golden West Cafe. J.P. Morgan Securities 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.

Justin Mccloskey is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63, 65, and 66 credentials and 21 years of industry experience. His career includes roles at Morgan Stanley, Barclays Capital, and Lehman Brothers prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. 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.

Anthony Rivera 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 background includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026, following his graduation from Cornell University in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset‑allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tommaso De Nardo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA, BNP Paribas/Bank of the West, and Oppenheimer & Co Inc. He is currently based in New York, NY. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Francisco Garcia is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked at J.P. Morgan Securities since 2002 and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is a minority investor and partner in Boqueria restaurants through State of Mind Holdings LLC and is also an investor and partner in the food delivery service Goldbely. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework within its advisory process.

Eduardo Terlaje is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, and has one year of industry experience. His background includes roles at JPMorgan Chase Bank and teaching at Stevens Institute of Technology. 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.

Raphael Jimenez is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 license and having two years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and JPMorgan 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 when recommending investment strategies.

Zachary Silver is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at Stifel from 2021 to 2023. 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 delivers recommendations on a non-discretionary basis and integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harrison Schoenhaut is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 designations and has eight years of industry experience. He has been with J.P. Morgan in various capacities since 2017, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 and fund searches, and customized performance reporting. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Francesca Romero is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2023. 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.

Jonah Wexler is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in New York, NY. His prior work history includes roles at JPMorgan Chase Bank and Falls Bridge Capital, as well as experience connected to American University and Susquehanna International Group. 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 support its recommendations.

Maria Silva 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 JPMorgan Chase Bank and Century House Partners. Maria completed her education at Northwestern 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 applying an ESG eligibility framework in its investment recommendations.

Dagny Birkerts is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, with one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank, Old National Bank, and had roles related to Tulane University’s athletic and fundraising departments. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Jack Reid is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at JPMAG London Branch for six years and at Dawncrest Limited-Bamboo Nightclub for seven 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jasmine Abouzied is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011, spanning 15 years at both institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.