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Feng L

Series 66

Alpharetta, GA

J.P. Morgan Securities

Feng Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Massachusetts Mutual Life Insurance and American National Insurance Company. Liu is based in Alpharetta, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative manager research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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Nawal N

Series 66, Series 63

Alpharetta, GA

J.P. Morgan Securities

Nawal Nahra is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining J.P. Morgan, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes an ESG eligibility framework as part of its recommendations.

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Adonis B

Series 63, Series 66

Alpharetta, GA

J.P. Morgan Securities

Adonis Blanco Jimenez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Truist. 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 screening and qualitative research to build model asset allocations, supporting clients who retain final decision-making authority.

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