Candi Trevino is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her career includes roles at UBS Financial Services and various divisions within J.P. Morgan since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

John Deng is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He is also an owner and partner of Jstar Capital Investments IV, LLC, which invests in promissory notes related to a medical device company specializing in patented bone-fastening screws. John has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Chayanne Inove is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Wells Fargo Clearing and Verizon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Joel Yun is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and RJ Ventures, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Martha Egli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her career includes roles at Merrill, Charles Schwab, Per Stirling Capital Management, and B.B. Graham & Company. She is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates forward-looking capital market assumptions, and supports certain ESG criteria.

Warren Stansberry is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010, following prior roles at Quest Capital Strategies and UBS Financial Services. Outside of his advisory work, he is a co-owner of a rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Angie Brinkley is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career background includes roles at Bank of America, Merrill, Royal Alliance, and other firms. Outside of finance, she manages Freddie, a dog actor and influencer involved in commercials, movies, and print ads, and occasionally provides personal assistant services. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with a broad range of capabilities in derivatives and commodities.