Matthew Hale is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, and previously was with Bank of America N.A. and Merrill from 2017 to 2020. 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 and fund searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research, supported by centralized due diligence and forward-looking capital market assumptions.

Jenny Quimbayo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at HSBC and PNC Bank. Outside of her advisory work, she also works with a medical billing company serving a chiropractic office. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.