New York, NY 147 E 86th Street Office

Scott Holzer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. His prior experience includes roles at TD Ameritrade, Inc. and its affiliated investment management entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Alexandru Cojocaru is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Edward Jones and JPMorgan Chase Bank, N.A., along with experience outside finance at Together Health and Cafe de France. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, emphasizing eligible strategies and ESG considerations.

Martin Jankowski is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, HSBC Securities, Citigroup Global Markets, and Citicorp Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG criteria within its eligible strategies.

Mohammed Ashik is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG criteria and leveraging affiliates for implementation and portfolio services.