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Adam S
Series 63, Series 66
Rockaway Park, NY
J.P. Morgan Securities
Adam Shilkoski is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. His prior experience includes positions at Foresters Financial Services. 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 when recommending investment strategies.
Vijay S
Series 66, Series 63
Rockaway Park, NY
J.P. Morgan Securities
Vijay Sosiah is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Winnika Holdings LLC and JPMorgan Chase Bank, N.A., among others. He is also involved with Spire Supply NYC Corp, a business active since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Nadia C
Series 63, Series 66
Rockaway Park, NY
J.P. Morgan Securities
Nadia Chang is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
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