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Min C

Series 63, Series 66

Cerritos, CA

J.P. Morgan Securities

Min Choi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked in various capacities including positions at JPMC Bank NA and Amazon Prime, as well as experience in the retail and restaurant sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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Wayne B

Series 66

Cerritos, CA

J.P. Morgan Securities

Wayne Barnes is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2017. His prior roles include positions at Bank of America, Merrill Lynch Pierce Fenner and Smith, Wells Fargo, and Ameriprise. 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 searches, and customized performance reporting through a non-discretionary program. The firm integrates quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities not commonly found in similar institutional advisory programs.

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