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Michael O

Series 63, Series 65

Summit, NJ

J.P. Morgan Securities

Michael Omelio is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and prior experience at Invest Financial Corporation and Investors Bank. 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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Tamara A

Series 63, Series 66

Summit, NJ

J.P. Morgan Securities

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Wealth management Executive Founder/Business Owner
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Christian W

Series 63, Series 65

Summit, NJ

J.P. Morgan Securities

Christian Wawrzynski is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and one year of industry experience. He previously worked at Bank of America and is currently also employed at Life Time, where he works at the front desk assisting gym members. 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 a non-discretionary advisory model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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John C

Series 63, Series 65

Summit, NJ

J.P. Morgan Securities

John Cholankeril is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Dan C

Series 63, Series 66

Summit, NJ

J.P. Morgan Securities

Dan Csuma is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2014. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Alyssa N

Series 63, Series 66

Summit, NJ

J.P. Morgan Securities

Alyssa Norce is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2018. 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.

Wealth management Executive Founder/Business Owner
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