Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Austin Mistry is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. 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 broker-dealer, futures commission merchant, and commodity pool operator registrations.

Jacob Miller is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked with J.P. Morgan Securities and Morgan Chase Bank since 2021. Prior to his current roles, he held positions at Walgreens and Rockin Jump. 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 process.