Jordan Whipple is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Fidelity, and E*TRADE. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized performance reporting and incorporates an ESG eligibility framework in its investment recommendations.

Bolun Ma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Merrill, Bank of America, MassMutual Financial Group, and service in the US Army Reserve. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Sam Hibbert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Thrivent Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending investment strategies and offers services on a non-discretionary basis.

Jeffrey Alewine is a Certified Financial Planner® with 14 years of experience, currently serving at J.P. Morgan Securities in Bellevue, WA. He has been with JPMorgan Chase Bank N.A and 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.