Hrishikesh Rathnakaram is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous work history at Crescent Hospitality Corporation and Smith Osnian. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Angelena Mascilli is a Series 66 registered financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 23 years of industry experience and is based in Washington, DC. Mascilli is also an employee of JPMorgan Chase Bank, N.A., which allows her to offer a range of banking products alongside her advisory services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Mathew Freeman is a financial advisor at J.P. Morgan Securities in Washington, DC, with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following roles at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. J.P. Morgan Securities 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 investment recommendations.

Geoffrey Hart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following an 11-year tenure at Friedman, Billings, Ramsey & Co. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kiera Murphy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at Capgemini Government Solutions and has entrepreneurial experience through her involvement with Shoes Cup & Cork LLC. J.P. Morgan Securities provides institutional consulting services to clients including 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Hunter Chisholm is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes prior roles at Bank of the West and experience outside finance working at Deli Zone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Elizabeth Wurster is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as a trustee and finance committee member on the board of The Children's Inn at NIH, a nonprofit family-centered hospitality house. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting on a non-discretionary basis through its Institutional Consulting Services program.

Irina Kibizova is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at JPMorgan Securities since 2019, with prior experience at UBS Financial Services and Janney Montgomery Scott. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer certain banking products alongside investment services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Eric Hothem is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services prior to joining J.P. Morgan in 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mary Lilley is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. 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 team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Daniel Dobbs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at firms including Bessemer Trust and Bank of the West. He is based in Washington, DC, and has been with J.P. Morgan Securities since 2026. Daniel also has a background in banking through his concurrent role at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Christopher Mcnerney is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020. Outside of his advisory role, he serves as a board member of the VHC Health Foundation, a nonprofit organization that supports hospital fundraising and community representation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryanne Mills is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she worked at Goldman Sachs and RBC Wealth Management and has a background that includes time with JPMorgan Chase Bank and experience outside finance at Orangetheory Fitness. 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.

James Jacob is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, offering clients a range of brokerage, distribution, and investment management capabilities.

Megan Viviano is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager research, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

John Rubin is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at GFO Advisory Services, LLC, and Legg Mason Wood Walker, Incorporated. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm employs a process combining quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Andrew Arnold is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, Stand Together, Arizona State University, and Buckeye Partners, LP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary advice through its Institutional Consulting Services program.

Noah Barile is a Series 66-licensed advisor at J.P. Morgan Securities in Washington, DC, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at JPMorgan Chase Bank and spent several years affiliated with Georgetown University. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Micah Montano is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan, Juju Durham, Oxford Properties Group, and The Cheesecake Factory. He studied at Duke University from 2021 to 2025. J.P. Morgan Securities LLC 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, distribution, and investment management capabilities.

Russell Chomiak is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and with JPMorgan Chase Bank NA since 2013. 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.