Milton Kinley Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and previously worked with Iron Birch Advisors at Ameriprise Financial Services LLC. 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 applying an ESG eligibility framework in its investment recommendations.

Raof Hashim Nusraty 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 been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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.

Lung Chan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His prior roles include positions at Hutaoli, B. Square Reality, and Shing Lin Corp. 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 incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Adrian Tsui is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Oppenheimer and Co in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Mancini is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously held roles at Merrill and Bank of America. He also has experience outside finance, having worked at Lioni Italian Heroes and Baruch College. J.P. Morgan Securities 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Taharka Farrell is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, Farrell worked at Merrill, Charles Schwab, and Morgan Stanley. Outside of his advisory role, he is associated with Mt. Haven Investments, LLC, a personal family holding company. 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. The firm’s approach includes an ESG eligibility framework and offers a range of fund and manager recommendations approved through internal review processes.

Elyanna Rivas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services Inc. and Frank Recruitment 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 applying an ESG eligibility framework in its recommendations.

William Bridges is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Capital One Advisors LLC and Capital One Investment Services, LLC. Outside of his advisory work, he is a partner in a residential real estate rental business. 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 in its recommendations.

Jose Huerfano Jr. is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 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 broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Stefano Catalano is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and HSBC Bank USA. 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.

Ysidro Vasquez Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. He has been with J.P. Morgan Securities since 2020, and has worked at JPMorgan Chase Bank, N.A. since 2015. 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.

Michael Mazzola is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and its affiliated banks, Hilco Real Estate Appraisal, World Remit, and Ipreo. 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 an ESG eligibility framework.

Finn Hubbard is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Iron Birch Advisors, Ameriprise Financial, and JPMorgan Chase Bank, N.A. 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 these services alongside affiliated brokerage, distribution, and investment management capabilities.