New York, NY 610 Madison Avenue Office

Sofia Manashirov is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Victor Brocca is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within JPMorgan entities since 2015. 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 through a non-discretionary advisory program. The firm’s approach combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Christopher Cavileer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2012. Outside of his financial career, he worked as a USA Hockey Ice Official in 2017. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities through affiliated entities.

Jose Cabrera is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at TD Bank and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Nicholas Williams is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities in New York. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017 and was previously with Citigroup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in its investment recommendations.

David Speiser is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, following prior roles at JPMorgan Chase Bank, N.A., Citigroup Global Markets, and Citicorp Investment Services. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research supported by a manager solutions team, offering access to a broad range of eligible investment strategies.

Jacqueline Collins is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at firms including TIAA and Stockcross Financial Services. Collins is based in New York, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and systematic quantitative and qualitative research.