Nicky Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Chen worked at East West Bank and CWL LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on derivative and commodities capabilities.

Wei Han Jack Chang is a CFP® and Series 66 licensed advisor with 13 years of experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at Fidelity, Morgan Stanley, Cetera, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joann Lee is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank since 2016. Outside of her advisory role, she is a part owner of an e-commerce family business, K & J Essentials LLC, involved in Amazon online selling with minimal day-to-day involvement. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG eligibility criteria, with certain services provided by affiliated entities.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities in 2020, he worked at JPMC Bank NA (Southwest) since 2017 and had a brief role at Subway in 2016. 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 combines quantitative and qualitative research to build model asset allocations and incorporates a range of investment strategies, including an ESG eligibility framework.

Chun Hin Pui is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner in Palm Tree Properties LLC, a short-term rental business in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.