Islip, NY Office

Jeanann Lella is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following five years at JPMorgan Chase Bank. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jason Notter is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, N.A. since 2018. 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 in its recommended strategies.

Scott Porter is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is the owner of a rental property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

James Griffin Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 registrations and has seven years of industry experience. His prior work includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Miguel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.