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Kenneth K
Series 66, Series 63
Carlsbad, CA
J.P. Morgan Securities
Kenneth Kim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014, with a brief tenure at Citigroup from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.
Brendan W
CFP®, Series 66
Carlsbad, CA
J.P. Morgan Securities
Brendan White is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with JPMorgan Chase Bank, Na and its affiliates since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting. The firm’s investment process includes centralized due diligence and a combination of quantitative and qualitative research, incorporating an ESG eligibility framework in its recommendations.
Eduardo V
Series 63, Series 66
Carlsbad, CA
J.P. Morgan Securities
Eduardo Villagrana is a financial advisor with J.P. Morgan Securities in Carlsbad, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, as well as a position at Uber from 2015 to 2017. Outside of his advisory work, he is a partner in personally owned rental real estate properties. 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 integrates quantitative and qualitative research and includes a range of strategies supported by affiliates with broader derivatives and commodities capabilities.
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