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Austin M

Series 66, Series 63

Westfield, NJ

J.P. Morgan Securities

Austin Mayhew is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. His work also includes a prior position at Quinnipiac University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process uses centralized due diligence combining quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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Ariel P

Series 66

Westfield, NJ

J.P. Morgan Securities

Ariel Peralta is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2026, following prior roles at BlackRock and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary, written asset allocation advice and customized reporting.

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Brian R

Series 66

Westfield, NJ

J.P. Morgan Securities

Brian Russell is a Series 66 credentialed advisor with 21 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

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Joanna P

Series 63, Series 66

Westfield, NJ

J.P. Morgan Securities

Joanna Pellecchia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capability.

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Jeffrey M

Series 63, Series 65

Westfield, NJ

J.P. Morgan Securities

Jeffrey McMahon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Prudential and its affiliates for 27 years and joined J.P. Morgan in 2022. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

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