Heather Boeck is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at UBS Global Wealth Management and has held various roles across sectors including healthcare and education. 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 support client decisions.

Pradeep Ravi is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience including roles at Hedgeye Risk Management and Apax Partner India Advisers Private Limited. Outside of his advisory role, he is a small investor in a robotics startup focused on household tasks. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth management solutions.

Agustina Ferrario 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 2023. Prior to joining J.P. Morgan Securities, her work history includes roles at JPMorgan Chase Bank and positions with the Town of Greenwich and Greenwich Country Club. 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, distribution, and investment management capabilities.

Elizabeth Olesker is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2018. Outside of finance, she has experience working with the Tribeca Film Festival. 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.

Giuliana La Porta is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan during her career. Giuliana attended Villanova 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 delivers asset-allocation advice, investment manager searches, and customized performance reporting through a specialized group of Wealth Advisors using a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Allison Harrington is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Evita Thadhani is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, she has experience in the restaurant industry and has been involved with the Yale Payne Whitney Gym. 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.

Sebastian Gonzalez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and over one year of experience in the financial industry. He has worked at various roles within JPMorgan Chase Bank, N.A. since 2024 and is also involved with Prep Academy Tutoring LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Jason Gies 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 been with J.P. Morgan Securities since 2008, having also worked at JPMorgan Chase Bank, N.A. since 1995. 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 recommendations.

Luis Mejia is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 credential and 19 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021. 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 strategies.

Martina Munoz is a Series 66-registered advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2023. She has three years of industry experience, including prior roles at J.P. Morgan Chase Bank NA and Wells Fargo. 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.

Fabrice Massabuau is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in wealth management dating back to 2015. His prior roles include positions at CIBC Private Wealth and RBC Wealth Management. 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 deliver customized, non-discretionary advice.

Andrew Katz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at First Republic Bank for 11 years. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Sami Milush is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank, N.A. since 2011. His tenure at J.P. Morgan Securities began in 2012. 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.

Brooke Hutton 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 J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, among other roles in both financial and non-financial sectors. 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, delivering recommendations on a non-discretionary basis.

Samantha Yaw is a Series 66-registered financial advisor with J.P. Morgan Securities in New York, NY. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024 and has prior experience at firms including Wisler, Pearlstone, Talone and Lentz, Cantor & Massey, Ltd. 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 to deliver comprehensive service.

John Iannaco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. His prior experience includes roles at Citigroup Global Markets and City National Bank. He holds a Series 66 designation. 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.

Maria Perdomo Torres is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and J.P. Morgan Chase Bank NA. Outside of finance, she has experience in the salon and retail industries. 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 framework when recommending investments.

Jaime Boet is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities Inc. and J.P. Morgan Chase since 2006. 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 investment recommendations.

Andres Alfonzo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Advisors, Morgan Stanley, and BTG Pactual US Capital LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.