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Nicholas M

CFP®, Series 63, Series 65

Rockville Centre, NY

J.P. Morgan Securities

Nicholas Mavro is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he contributes as a contractor to The American List, a website aimed at helping consumers identify products manufactured in the USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Nelson V

Series 63, Series 66

Rockville Centre, NY

J.P. Morgan Securities

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Jacques F

Series 63, Series 66

Rockville Centre, NY

J.P. Morgan Securities

Jacques Francois is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Uber Technologies. Outside of his advisory role, he is involved in real estate through ownership and partnership in multiple entities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Gina K

Series 63, Series 66

Rockville Centre, NY

J.P. Morgan Securities

Gina Keyloun is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Usha D

Series 63, Series 65

Rockville Centre, NY

J.P. Morgan Securities

Usha Dyal is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Vincent S

Series 63, Series 65

Rockville Centre, NY

J.P. Morgan Securities

Vincent Sapienza is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Wealth management Executive Founder/Business Owner
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Anthony P

Series 63, Series 65

Rockville Centre, NY

J.P. Morgan Securities

Anthony Puppo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and The Prudential Insurance Company of America. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain decision-making authority.

Wealth management Executive Founder/Business Owner
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Jashanpreet S

Series 66

Rockville Centre, NY

J.P. Morgan Securities

Jashanpreet Singh is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Singh held positions at JPMorgan Chase Bank, Eastern Advisory Group, and Equitable Financial Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Louis R

Series 63, Series 66

Rockville Centre, NY

J.P. Morgan Securities

Louis Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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Stephen C

Series 63, Series 66

Rockville Centre, NY

J.P. Morgan Securities

Stephen Carey is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America, N.A. for 19 years. 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 combination of advisory and brokerage capabilities.

Wealth management Executive Founder/Business Owner
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