Rafael Aliaga is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2021, having previously been employed at JPMorgan Chase Bank and Advantage Wholesale Supply. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Fiore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Equitable Financial Life Insurance Co. and Equitable Advisors. He has been with J.P. Morgan since 2021. 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Ashaben Patel is a financial advisor at J.P. Morgan Securities with five years of industry experience. Patel holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Sterling National Bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.