Morristown, NJ South Street Office

Daniel Whritenour 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 previously worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he has experience with small business ventures including ownership of All American Decks LLC and Tavern 5. J.P. Morgan Securities provides investment consulting and advisory services primarily 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Roberts is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2013. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors, combining large institutional advisory operations with brokerage and investment management capabilities.

Gandolfo Taravella is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2014, with a three-year tenure at Morgan Stanley in between. Outside of his advisory role, he manages several family-owned condo rental properties in New Jersey. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jayashree Balasubramanian is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she held positions at Carecentrix and 24/7 Real Media. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shaun Lehrer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 13 years before joining J.P. Morgan Securities in 2024. Lehrer also held a role at Orgo LLC from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized performance reporting and applies an ESG eligibility framework when recommending investment strategies.

William Ryan is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Joseph Giaimo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Fedway Associates and the Rutgers University Foundation. Giaimo is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to securities. 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 manager due diligence. The firm delivers non-discretionary advice through a selective group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Derek Popp is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Bank of America, as well as Merrill and maintains an ownership interest in a business consulting firm, Parker Lawrence LLC. 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 framework when recommending investment strategies.

Stephan Rothe is a CFP®-credentialed financial advisor with 28 years of industry experience, currently with J.P. Morgan Securities in Morristown, NJ. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. 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. 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.

Arielle Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Morristown, NJ, where she has worked for 12 years. She has 19 years of industry experience and has been with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mike Reiss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Morgan Stanley Wealth Management for 11 years before joining J.P. Morgan in 2023. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer bank deposit and credit products. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Krina Patel is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Santander Securities, Axa Equitable, and Merrill. 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 strategies.

Dane Brown is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1998. Additionally, he has 33 years of experience as a group health insurance broker. 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 when recommending strategies.

Joseph Colaiacovo is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.