Brooklyn, NY Seventh Avenue Office

Nicholas Gambella is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following a decade at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of strategies, including derivatives and commodities capabilities.

Ulugbek Khashimov is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and JP Morgan Securities since 2013. Outside of his advisory work, he is involved in real estate ownership. 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. Its advisory approach combines quantitative and qualitative research with forward-looking market assumptions to develop model asset allocations.

Karen Lepore is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, including an ESG eligibility framework, and benefits from broader derivatives and commodities capabilities.

Michael Barbati is a Series 66-licensed financial advisor with J.P. Morgan Securities in Brooklyn, NY, having one year of industry experience. His prior roles include positions at Mass Mutual and Eli Cohen Insurance Agency Inc. He also worked at L&B Spumoni Gardens for five years before entering the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Samuel Tsirlin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Northfield Bank and Aflac Field Force. 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 includes centralized due diligence with quantitative and qualitative research, supported by affiliated investment-management entities.

Joseph Sheperis Jr. is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.