Shawn Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisor program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by a centralized manager solutions team.

Quyen Cao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked six years at Bank of America/Merrill Lynch. Outside of finance, Cao has experience in diverse roles including positions at Amazon Flex, Vandergriff Honda, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients final decision-making authority.