Marc Phillipe Mongeon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Scottrade, TD Ameritrade, and RBC Capital Markets. 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 affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

James Vasquez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes prior roles at Morgan Stanley, Equitable Advisors, and PFG Advisors. Outside of finance, he occasionally consults as a professional chef and has an associate degree in culinary arts. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Matthew Cawley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan since 2022 and previously held roles at Wells Fargo from 2017 to 2022. Outside of finance, he was involved with SAWS MHS Coffee Company LLC and Main Street Coffee Company, a Dunkin’ Donuts franchise, during 2015 to 2016. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting. The firm is a subsidiary of J.P. Morgan and combines institutional advisory with brokerage and investment management capabilities.

Paul Zawilenski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.