Boca Raton, FL Town Center Circle Office

Nestor Miranda is a Series 66-licensed advisor with J.P. Morgan Securities who has 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research methods.

Wendy Liebowitz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2023. She has held prior roles at Fidelity in various capacities over two decades and maintains co-ownership positions in two family LLCs related to vacation properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized reporting supported by a centralized due diligence process.

Roberta Zuckerman is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank Private Client Group for 12 years. 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. Their advisory process combines quantitative screening and qualitative research to build model allocations and incorporates an ESG eligibility framework.

Gregg Kleinbaum is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., as well as Merrill. Outside of his advisory role, he is an owner and partner of a real estate holding company, The Gregg Group LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations limited to Eligible Strategies and incorporating an ESG framework when applicable.

Maria Killion is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley from 2015 to 2020 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2020. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. 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 searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Elias Kontos is a CFP® with 25 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at UBS Financial Services and Morgan Stanley, as well as managing a property management business for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a range of investment strategies.

Nicholas Perez is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Wells Fargo Advisors and JPMorgan Chase Bank, and is currently employed by both J.P. Morgan Securities and JPMorgan Bank. Outside of his advisory role, he works in event services as a bartender at Spectrum Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Michael Kantor is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Citigroup, First Republic Investment Management, and JPMorgan Chase Bank. He has also worked with several firms early in his career, including Balthazar and Fixed Dating, Inc. 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, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he is involved in event planning as an owner and partner of Fifth and Palm Events LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives capabilities.

Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Pogofsky is also employed by JPMorgan Bank, where he can offer banking products and services. 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 program.

Carlos Ricardo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at JPMorgan Chase Bank, DEFY Mortgage, Symmetry Financial Group, First Republic, Highlands Residential, Wells Fargo, Ameriprise Advisor Services, and Merrill. 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 through a non-discretionary program that leverages centralized due diligence and both quantitative and qualitative research.

Ashley Siler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMorgan Chase Bank, N.A., Keller Mortgage, and Guaranteed Rate. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Adelle Tan is a CFP®-credentialed financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. She has worked at J.P. Morgan in various capacities since 2016 and previously held roles at Merrill, Transamerica Financial Advisors, and Ameriprise. Outside of her advisory work, she performs as a singer once a week at a restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, and offers broader derivatives and commodities capabilities through its regulatory registrations.

Jason Klein is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Merrill, CitiBank, HSBC, Charles Schwab, and other firms. 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 searches, and customized performance reporting, with each client retaining final decision-making authority.