New York, NY 270 Park Avenue Office

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Priya Raju is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 65 and Series 66 designations and worked previously at Goldman, Sachs & Co. for 10 years before joining J.P. Morgan in 2020. She serves as a board member of The Opportunity Network, a nonprofit focused on expanding college access and professional mobility for students of color and low-income communities. 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 ESG considerations.

Peter Swindell is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LGT Capital Partners, and Loyola University Maryland. 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 investment approach.

Lance Charmont is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63, Series 65, and Series 66 credentials and 16 years of industry experience. He previously worked at Citi Private Bank from 2012 to 2019 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2019. 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 when recommending investment strategies.

Diana Thomas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience and holds Series 63 and Series 65 credentials. Her prior roles include positions at Goldman Sachs and RBC Capital Markets. She is a minority owner in two family-owned food processing businesses, with limited involvement in their operations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jennifer Cochran is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. 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.

Collin Brunnock is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Beacon Trust Company and Crimson Capital LLC. Outside of his advisory role, he plays guitar in a cover band called The Rezonators. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Corinne Maloney is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Morgan Guaranty Trust since 2001. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Christina Mangels is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Citigroup and JPMorgan Chase Bank. Outside of finance, she has experience with CorePower Yoga 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 investment recommendations.

Caitlin Tisdale is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her work history includes roles at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Schwarz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ninety One NA for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mauricio Saettone Prado is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, with prior experience at Andean Crown and Notre Dame Office of Information & Technology. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

James Jacobs is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2021. Prior to that, he was employed at Shay Capital and Magara Capital. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Goldemberg is a financial advisor with J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior experience includes roles at Silk Investment Bank, Talent Capital, and J.P. Morgan Chase. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Olivia Degois Sainz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Her background includes roles at Wake Forest University and several other firms. 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 incorporates ESG criteria in its investment recommendations and offers non-discretionary services delivered by a select group of Wealth Advisors.