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Michael Lipani is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2017. Outside of his advisory role, he owns and operates a personal holding company for automobiles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework.

Christopher Kelly is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Chase Bank since 2016. Kelly was also involved with Focus Artists from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and the use of both quantitative and qualitative research methods.

John Doran is a financial advisor with J.P. Morgan Securities in New City, NY, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with a brief period at Edward Jones and a two-year employment gap prior to rejoining J.P. Morgan. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Matthew Lodato is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Equitable Financial Life Insurance and the Bergenfield Public School District, as well as involvement with the U.S. Gymnastics Development Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. The firm emphasizes non-discretionary, written asset allocation advice supported by centralized due diligence, combining quantitative and qualitative research to tailor investment recommendations.