David Glazier is a Series 66-registered advisor with J.P. Morgan Securities in New York, NY, with two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Financial Growth Partners. Outside of finance, he operated a power washing business in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes centralized due diligence and combines quantitative and qualitative research with an ESG eligibility framework.

Edouard Ferraro is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and its affiliates since 2011. Outside of his advisory role, he is an owner and partner of two real estate companies, 7 Waterbury LLC and Aurore Immobolier LLC, where he manages rental property responsibilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative screens and qualitative research to develop written asset allocation advice, investment manager searches, and customized performance reporting, supporting clients who retain final decision-making authority.

Torrie Padilla is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Torrie worked at Equitable Advisors and held roles involving academic and research institutions, including New Mexico State University and Los Alamos National Laboratory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, supporting clients’ final decision-making authority.

Silas Spengler is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Equitable Financial Life Insurance Company, and Equitable Advisors. In addition, he has experience with Ventura TRAVEL and Crystal Aquatics Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in eligible strategies.

Felipe Godard Rangel is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Andres Herrera is a financial advisor at J.P. Morgan Securities in New York, NY, with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team, incorporating forward-looking capital market assumptions and an ESG eligibility framework.