Julie England is a financial advisor with J.P. Morgan Securities who holds the Series 63 and Series 66 designations and has 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence supported by a manager solutions team and includes strategies that may incorporate ESG considerations.

James Velasquez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2003. 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 and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative due diligence in its advisory process and offers access to a range of investment strategies, including those incorporating ESG criteria.