Garden City, NY Seventh St Office

Arman Arneja is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2019. Prior to that, he was employed at OSMG International Auto Source from 2014 to 2018. 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 through its Institutional Consulting Services program. The firm incorporates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Qiaofei He is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at J.P. Morgan Securities. He has worked at various affiliated entities within JPMorgan Chase since 2010. Outside of his advisory role, he is an owner and partner of Evergreen Fortune Group LLC, a real estate business. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Kristen Soltan is a Series 66-credentialed financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Myles Landau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and Blue Ocean Wealth Solutions. His background also includes roles outside finance, such as with New York Foot and Ankle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Valentina Petrova is a Series 66 licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and also at JPMorgan Chase Bank, N.A. since 2018. Prior to that, she held roles at Forum Consulting Services and operated Figaro Cafe & Bistro LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative modeling, centralized due diligence, and an ESG framework in its investment recommendations.

James Ng is a CFP® with 22 years of industry experience, currently serving at J.P. Morgan Securities. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously worked at Chase Investment Services Corp. and Morgan Stanley DW Inc. Outside of financial advising, he is involved in real estate as an owner and partner of Advenir and NPL Mortar LLC, and serves as a board member for Winston Brower LLC. 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 integrates an ESG eligibility framework in its investment recommendations.

Brian Spilkevitz is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bassam Edlebi is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following a tenure at J.P. Morgan Chase Bank, N.A. dating back to 1998. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rajesh Guglani is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager selection, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Debra Roselli is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. 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 investment recommendations.

Michael Ponessa is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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.

Jose Marmol is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held positions at J.P. Morgan Securities since 2016 and previously worked at American Capital Partners from 2008 to 2016. He holds the Series 63 and Series 65 licenses. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Parente is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Prior to that, he held positions at JPMorgan Chase Bank, Aflac, Westbury Manor, and Kohl’s. 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 to support its recommendations.

James Ryan Jr. is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a range of advisory and brokerage services.

Daniel Thalblum is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a limited partner investor in commercial real estate. 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. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.