Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Darren Chia is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to that, he worked at Chase Investment Services Corp. from 2009 to 2012. Outside of his advisory role, he is a silent investor and owner/partner in a restaurant called Our Nest. 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 through a non-discretionary program.

Trevor Pitzak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. His career has been entirely with JPMorgan Chase entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates both quantitative and qualitative research within a non-discretionary framework.