Leonardo Ryan is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several banking and financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets and includes ESG considerations.

Nicholas Mc Spadden is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a blend of quantitative and qualitative research.

Valerie Arenas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. 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 an ESG eligibility framework in its recommendations.