Michael Schwartz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior work includes ten years at First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Christopher Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, Wells Fargo Advisors, TD Ameritrade, and other firms. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework where applicable.