Peter Kuo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, Gideon Strategic Partners, and involvement in businesses such as Tone Fitness and Little Crab LLC. 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 within a non-discretionary framework.

Kevin Kim is a financial advisor with J.P. Morgan Securities in Fort Lee, NJ, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has worked with JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2016. 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 advisory program. The firm’s approach combines quantitative and qualitative due diligence and may include ESG criteria in its recommendations.

Samuel Choi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions of J.P. Morgan Chase since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Jorge Aguilar is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, TD Bank, M&T Bank, Boiling Springs Savings Bank, and The PNC Financial Services Group. Outside of advising, he operates a small e-commerce business reselling clothing on eBay. 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. Their advisory process combines quantitative screens and qualitative research, incorporating ESG factors and supported by affiliates in implementation and portfolio services.

Robert Figueroa is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Citibank Global Markets, and Giorgio Armani. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a forward-looking capital market approach.