Jie Ji is a financial advisor at J.P. Morgan Securities with five years of industry experience. Jie holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Softbank China Venture Capital. 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 large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

Mughees Khan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Merrill, Key Bank, and Deloitte Touche Tohmatsu Ltd. Outside of finance, he works part-time in retail at Men's Warehouse. J.P. Morgan Securities LLC 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 when recommending strategies.