Ponte Vedra Beach, FL Highway A1 A North Office

Kathryn Hall is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include 13 years at Seaside Bank and six years with Beaches Habitat for Humanity, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. 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.

Sutton Fisher is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and various positions outside the financial sector. 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 large institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Emily Perl is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of experience in the industry. Her prior roles include positions at JPMorgan Chase Bank, Wolf Hospitality, and Necessary Skate Company LLC. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Britton Cotton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Hamilton Capital LLC, Halite Partners, and DeMatteo Monness LLC. He also serves as a board member of the Cummer Museum in Jacksonville, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

John Giachinta Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America and Roberts & Ryan Investment Inc., and he served in the United States Marine Corps for eight years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers services primarily on a non-discretionary basis and accesses a broad range of products through its swap dealer and futures commission merchant registrations.

William Braude is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Wells Fargo Home Mortgage. He is based in Ponte Vedra Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

Carissa Jackson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, Brighthouse Financial, and AXA Distributors. Outside of her advisory role, she serves as a board member for the First Coast Cultural Center, a nonprofit supporting local arts, and holds board positions with the Ponte Vedra Chamber of Commerce and the Flagler Tiger Bay Club. J.P. Morgan Securities LLC provides institutional consulting services to 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 integrates institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Ailena Ray is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs where clients retain decision-making authority.

Homer Leonard is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at PNC and BBVA-affiliated firms. Leonard is based in Ponte Vedra Beach, Florida. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management services.

Joseph Powanda is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Modera Wealth Management and Range Finance prior to joining J.P. Morgan. 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 recommendations.

Hugh Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities LLC, Fiserv, Inc., and the Georgia Institute of Technology. J.P. Morgan Securities LLC provides institutional consulting services to 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Marcin is a CFA® charterholder with 14 years of experience in the financial industry. He has been with J.P. Morgan Securities and affiliated entities since 2011, currently serving at J.P. Morgan Securities in Ponte Vedra Beach, FL. J.P. Morgan Securities LLC provides institutional consulting services to 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Diiorio is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, he was involved with Recruiter Boom and True Lacrosse LLC and attended Boston University from 2019 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Makenzie Hochman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Pickard Poser Wealth Management Group, BJ's Restaurants, Inc., and involvement with The Gator Student Investment Fund and Olami JBIZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

David Howard is a Series 66 licensed financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL. He has worked at JPMorgan Chase Bank, N.A. and Comerica Bank, with additional experience in management science and innovation. David also has a background in the hospitality industry, having worked at Ruth's Chris Steakhouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.