Traverse City, MI East Front Street Office

Alexander Kokas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior roles at PNC Bank, Invest Financial Corporation, Investors Bank, and Astoria Bank. 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 alongside affiliated brokerage and investment management capabilities.

Jason Piedmonte is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2015 and at J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

Tate Yonker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, he held positions at Equitable Financial Life Insurance and Raymond James, and he attended Michigan State University from 2021 to 2025. 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.

Michael Buren is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mark Zivkovich is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously spent 18 years at Scottrade, Inc. There are no additional notable outside activities reported. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are offered on a non-discretionary basis through a select group of Wealth Advisors.