Garden City, NY Franklin Ave Office

Stephanie Panayiotou is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at JPMorgan Securities LLC since 2018 and has been with JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ellie Suemin Ko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, DBS Bank, and the David Zwirner Gallery. She studied at Columbia University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis with clients retaining final decision-making authority.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo and Bank of America/Merrill. He serves on the board and chairs the investment committee of the Locust Valley Cemetery Association, a nonprofit focused on long-term cemetery management. 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 recommendations.

Jeremy Levinson is a Series 66-registered advisor with J.P. Morgan Securities, based in Garden City, NY, with three years of industry experience. He previously worked at Bernstein Private Wealth Management and Deloitte Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering 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.

Jack Van Acker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for seven years. His background also includes roles at Ford Motor Company and the University of Rochester. 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 when recommending strategies.

Joseph Farese is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017, following earlier roles at Santander Securities LLC and the University of Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of products, including those available through its unique registrations and affiliations.

Jason Mairowitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. 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 in its investment process.

Katerina Angelidakis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience with JPMorgan Chase Bank and LoveShackFancy LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Courtney Melvin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. 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 when recommending strategies and offers non-discretionary services delivered by a select group of wealth advisors.

Elana Lundbye 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 worked at Fidelity Investments and has held roles in various sectors including hospitality and education. 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 framework to recommend approved funds and strategies.

Allison Roye is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 designations. She has nine years of industry experience, having worked at JPMorgan Securities LLC and JPMorgan Chase since 2015. 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 investment recommendations.

Nolan Gelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. Prior to joining J.P. Morgan Securities, he spent five years at UBS and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities LLC 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 when recommending investment strategies.

Frank Iacovano is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked in the restaurant industry. 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 for its recommendations.

Courtney Landow is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, Landow held roles at JPMorgan Chase Bank, Harrison Richards, Stove And Tap, and Kiwi Yogurt. 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 to support its recommendations.

Jared Moreida is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. His prior work includes roles at Old Bridge Wealth, Inc., Sycale Advisors, and Family Management Corp., as well as employment at JPMorgan Chase Bank, N.A. outside of his current position. 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 operates within the larger J.P. Morgan organization and offers a range of institutional investment solutions on a non-discretionary basis.