Miami, FL Brickell Ave Office

Maria Castillo is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, and previously held roles at Cohn Reznick and the University of Virginia. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Luis Eduardo Romero Meave is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Credicorp for seven years. Luis is based in Miami, FL. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Patrick Harten Arregui is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Credicorp Capital, and the World Bank Group. He also spent two years affiliated with Georgetown University and has experience in the Peruvian market through Credicorp Capital Bolsa. 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 their investment process.

Eric Yamin is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and First Republic Investment Management. Outside of finance, he is a partner and owner of Juice Press, a retail business specializing in vegan healthy juice products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Luciana Bonifaz Arenas is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Hult International Business School, and Vestible Inc. 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 recommendations.

Dana Winters is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles, including positions at Chopra Global Inc and Thrive Global Inc prior to joining J.P. Morgan. Winters is based in Miami, FL. 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 investment recommendations.

Juan Guarin Calle is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2021. Prior to his current role, he worked at Genius Sports from 2019 to 2021. 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 employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Joseph Donnelly is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Donnelly is also an owner and partner of DD Realty Capital LLC, a real estate investment 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis while integrating a centralized due diligence framework.

Ricardo Franccesco Ormeno Novoa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining J.P. Morgan, he worked at Credicorp Capital in Chile and Peru, as well as at Banco de Credito del Peru. Outside of his advisory role, he is a partner in an e-commerce business that sells baby accessories. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tomas Vasquez is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan since 2017 and previously at Wells Fargo and Florida International University. Outside of his advisory role, Tomas is involved in real estate as an owner and partner of a rental property investment under an LLC. 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.

Justo Schiopetto is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Cohen and Deloitte & Co. He has also been involved in academic roles at Universidad Católica Argentina and UTDT. 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.

Liana Portela Belliard is a financial advisor at J.P. Morgan Securities in Miami, FL, holding a Series 66 designation. She has been with J.P. Morgan Securities and related affiliates since 2025, with prior experience at Deloitte and Babson College. 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 framework when recommending investment strategies.

Monique Nunez De Albuquerque is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Family Wealth Partners for two years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kieran Locke is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. He serves as Treasurer and board member for the Refugee Assistance Alliance, a nonprofit organization aiding new refugees to the U.S. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Desiree Borland is a financial advisor with J.P. Morgan Securities in Miami, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010 and is also involved with Stages Pet LLC. 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 incorporating an ESG eligibility framework in its recommendations.