Shan Lin is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Gate Gourmet Inc. He has also been involved with Sapphire Trip Inc. from 2019 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Aanal Shah is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Prior to joining J.P. Morgan in 2026, Shah worked at Wells Fargo Bank and Bank of America Corporation. Outside of advising, Shah owns a real estate investment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Boyi Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 to guide its recommendations.

Kelvin Tsai is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 recommendations.

Daniel Kim is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wei Xia is a financial advisor at J.P. Morgan Securities with four years of industry experience. They hold Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Wei Xia worked at TD Bank N.A. for six years and has experience in other roles including at Target and Baruch College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rong Chen is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. Prior to joining J.P. Morgan Securities, Chen worked at EVA Homecare Agency and Xincon, and has been associated with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment approach.

Changyuan Lin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is also an owner and landlord involved in real estate rental activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Ying Lin is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. Lin has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2006. 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 these services through a select group of Wealth Advisors and offers recommendations on a non-discretionary basis.

Zichang Liu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and prior to that worked at Citigroup Global Markets from 2016 to 2018. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Hao Yi Lu is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Life Insurance Company and Lions Assurance Financial prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Huai Lin is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Rebecca Chang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including a concurrent role at JPMorgan Chase Bank, N.A. since 2018. 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 delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.