Philadelphia, PA 1735 Market St Office

Adam Mace is a Series 66 credentialed financial advisor with 20 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2018, and previously held positions at Wells Fargo Clearing, Credit Suisse Securities, and Lehman Brothers. 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 includes centralized due diligence and combines quantitative and qualitative research with forward-looking capital market assumptions.

John Hafner Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Blackstone Strategic Partners LP, Credit Suisse Securities, Wells Fargo Clearing, and Lehman Brothers Inc. Outside of his advisory work, he is involved as an owner and partner in a homebuilding business through Stamm Development Group and holds passive limited partner stakes in several private equity funds and a restaurant group serving the LATAM community. He also serves on the investment committee of the Barnes Foundation and chairs the investment committee of the Rowan University Foundation Board. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized manager solutions team and offers a broad range of portfolio support and implementation services via affiliated entities.

Sherman Hasselstrom is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for sixteen years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities three years ago. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research to develop model asset allocations and supports implementation through affiliated investment management entities.

Karen Scotti is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill from 2007 to 2023 before joining J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. in 2024. 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, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative screens and qualitative research, and its recommendations may incorporate ESG eligibility criteria.

Patricia Bonsall is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates from 2006 to 2020 before joining J.P. Morgan in 2020. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer certain banking products and 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Robert Bukowski Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds the Series 66 designation. He has been with J.P. Morgan Securities since 2014 and is also employed by JPMorgan Chase Bank, where he offers a range of bank products and services. In addition to his advisory role, he has an ongoing association with the University of Delaware since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Margaret Petrillo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized investment solutions supported by centralized due diligence and a manager solutions team.

Matthew Fishbone is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Credit Suisse Securities, UBS Financial Services, Commonwealth Financial Network, and Cetera Wealth Services. He is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to derivatives and commodities trading capabilities.

Christopher Carroll is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities in Philadelphia, PA. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously held a position at Merrill from 2001 to 2004. In addition to his advisory role, he is employed by JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Michael Barrett Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. Their program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

William Gradisek is a CFA® charterholder with three years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Philadelphia, PA. His work history includes roles at JPMorgan Chase Bank, PGIM Fixed Income, and Carnegie Mellon University. He holds registrations with both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside securities advisory. 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 advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Ridpath is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2020 before joining J.P. Morgan in 2020. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and combines quantitative and qualitative research, with capabilities that include ESG eligibility frameworks and broader derivatives and commodities expertise.

Christopher Limbach is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA. He holds a Series 66 designation and has approximately one year of industry experience. His prior work includes positions at J.P. Morgan Chase Bank N.A., JTC Trust Company (Delaware) Limited, First Republic, and Glenmede Trust Company. 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, with clients maintaining final decision-making authority.

Beniamino Mazzella is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous experience at JPMORGAN Chase Bank, Volvo Construction Equipment Company, and Shippensburg University. 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. Their advisory process combines quantitative and qualitative research and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Joshua Warren is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Intercontinental Capital Group, and a long tenure at PHH Mortgage Corporation. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.