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Nicholas P
Series 63, Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Nicholas Ptak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank, N.A. dating back to 2009. 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 due diligence by a manager-solutions team and applies an ESG eligibility framework when recommending investment strategies.
Justin C
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Justin Carpenito is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities 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. Their approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.
Leah T
Series 65, Series 63, Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Leah Trietiak is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 65, 63, and 66 licenses with 12 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Liora Wealth LLC, and Singer Wealth Advisors LLC. Outside of financial services, she has experience with entrepreneurial ventures such as Mindquest Escape Games and K9 P.I., Inc. J.P. Morgan Securities 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 applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of product types.
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