Louis Dong is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with JP Morgan Securities since 2013 and previously worked at Chase Investment Services and Wamu Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with final decision authority retained by clients.

Jae Hyeong Koo is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at various J.P. Morgan entities since 2020 and has prior experience outside the financial industry, including a role at Mr. BBQ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through a non-discretionary advisory model.

Shane Gold is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan entities since 2016, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tony Ly is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.