Smithtown, NY West Main Street Office

Anthony Gippetti is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015, following two years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Peter Donahue is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2025. Prior to that, he was employed at Bank of America and Merrill from 2022 to 2025 and at State Farm from 2019 to 2022. Outside of finance, he has experience working at Great South Bay Brewery and Farmingdale State College. 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 while clients retain final decision-making authority.