Michael Moghtader is a financial advisor with J.P. Morgan Securities in Granada Hills, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with various J.P. Morgan entities since 2016, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 advisory framework. The firm combines quantitative and qualitative due diligence to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Megan Mendez is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable and has held positions in various other industries. 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. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.