Wendi Ann Francis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Regions Bank, and Cetera Investment Services. Outside of her advisory role, she is owner and partner of Roots & Resilience LLC, a social and educational business providing literacy materials and cultural programs. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Jessica Pan is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 27 years of industry experience. Her prior work includes roles at Bank of America, Merrill, First Allied Advisory Services, and Charles Schwab. Outside of her advisory work, she personally owns and manages single-family rental properties in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making and integration of ESG considerations.