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George A

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

George Aslanidis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2009. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

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Andrew S

Series 63, Series 65

Park Ridge, IL

J.P. Morgan Securities

Andrew Stevenson is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and leverages broader derivatives and commodities capabilities.

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Silvio M

Series 66

Park Ridge, IL

J.P. Morgan Securities

Silvio Morales III is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America/Merrill Edge, Morgan Stanley, and Advanced Equities, Inc. Outside of finance, he was involved with Rooms4kids in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

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Edwin B

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Edwin Boyzo is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a four-year tenure at CashierLive. 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. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

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Adam S

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Adam Selman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and a decade of industry experience. He has been with J.P. Morgan entities continuously since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

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Nicholas T

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Nicholas Trulis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively within J.P. Morgan entities since 2015. Outside of his advisory role, he operated Black Diamond Estate Sales LLC from 2015 to 2021. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria while leveraging broader derivatives and commodities capabilities.

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Lane S

Series 66

Park Ridge, IL

J.P. Morgan Securities

Lane Stephens is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and Pete Case. Outside of financial services, he provides notary services through Lakefront Notary. J.P. Morgan Securities offers institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm utilizes a manager solutions team that combines quantitative and qualitative research supported by forward-looking capital market assumptions.

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Mazin H

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Mazin Habib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2008. 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 and fund searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks within recommended strategies.

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Justin B

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Justin Blades is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, supporting client decision-making with a non-discretionary approach.

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Alexander P

Series 63, Series 66

Park Ridge, IL

J.P. Morgan Securities

Alexander Pawlukowsky is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2019 and was previously employed by JPMorgan Chase Bank NA from 2014 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence supported by a manager solutions team and may include ESG eligibility considerations.

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