Louella Basco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with J.P. Morgan Securities since 2013 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Esther Moon is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kevin Ta is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Wells Fargo, and Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through select Wealth Advisors, offering customized investment solutions supported by its broader broker-dealer and banking organization.

Huyen Jaime is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Jaime worked at Bank of America/Merrill Lynch for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary and focus on recommending funds and strategies approved through internal review processes.

Kenneth Chung is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Thuy Bui is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, as well as Wamu Investments Inc. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Stanley Tang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of his advisory role, he is a silent investor in Cabernet AI, Inc., a technology start-up specializing in AI data. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dean Choi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.