Christopher Francese is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at Citigroup Global Markets, Wells Fargo Clearing, Citicorp Investment Services, and Merrill. Francese is based in Staten Island, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Naftali Yusufov is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and concurrently at JPMorgan Chase Bank, N.A. since 2019. His earlier experience includes roles in marketing and community service. 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 combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliates offering implementation and portfolio services.