Kristopher Nguyen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Chase Investment Services Corp., and operated a coffee business called Number One Coffee (Banh Mi So 1). 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 through a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG criteria and broader derivatives capabilities.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities and affiliated entities since 2014, including a prior role at Edward Jones from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Martha Moran is a Series 66 licensed advisor with J.P. Morgan Securities in Brea, CA, where she has worked for 12 years. Her experience is exclusively with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.