Ben Kim is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Alan Day is a financial advisor with J.P. Morgan Securities in Fremont, CA, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan for over a decade, including roles at JPMorgan Chase Bank, N.A., dating back to 2013. 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 deliver customized asset allocation advice, investment manager selection, and performance reporting while clients retain final decision-making authority.

Nathalya Wolf is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including positions at JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Jose Leyva 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 J.P. Morgan Securities since 2014. Leyva has also been associated with JPMorgan Chase Bank, N.A. since 2008. 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 program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that incorporates ESG considerations.

Liming Zhang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Zhang worked at Citibank and Qiaoli Hu CPA, and spent two years at the University of California, Los Angeles. 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’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.