Fred Wu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging its broader derivatives and commodities capabilities.

Oluwaseun Adelegan is a financial advisor with J.P. Morgan Securities in Great Neck, NY, holding Series 63 and Series 66 licenses with 14 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Citigroup/Citibank and Glander Global. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by a centralized due diligence process that incorporates quantitative and qualitative analysis.

Frank Brigati is a Certified Financial Planner (CFP®) with 17 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2015. He holds the Series 63 and Series 66 designations and works out of Great Neck, NY. 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 ESG criteria when appropriate.

Zhiying Nie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and three years of industry experience. Nie has worked at several financial institutions, including JPMorgan Chase Bank, Citizens Bank, HSBC, and Equitable Advisor. 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 and fund searches, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Christopher Lavoie is a financial advisor with J.P. Morgan Securities in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Morgan Stanley & Co. LLC and Chase Investment Services Corp., and he has been with J.P. Morgan Securities since 2012. Outside of advisory work, he participates as an investor in commercial real estate ventures. 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 due diligence to build model asset allocations and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.