Stephen Daige is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and held prior roles at Bank of America, Merrill, and Wells Fargo Clearing. Daige is based in Smithtown, NY. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment-management entities.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities based in Smithtown, NY. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corp. Fitzpatrick also briefly worked at Spring Lake Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.