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Jean C

CFP®, Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Jean Chong Chung is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Prior to her current role, she was involved with 507 Marketing, LLC and is a general partner of Golden SpyRal, LLC, an online retailer selling various consumer products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Ilka K

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Ilka Kapedani is a financial advisor at J.P. Morgan Securities with five years of industry experience. She has held positions at J.P. Morgan Securities since 2021 and previously worked at JPMorgan Chase Bank, N.A. from 2018 to 2021. Before entering the financial sector, she worked at Avon Cosmetics Albania SHPK for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes a non-discretionary approach and incorporates an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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