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Richard K
Series 63, Series 66
Huntington Beach, CA
J.P. Morgan Securities
Richard Kim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, and previously held positions at Wells Fargo Clearing and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.
Jorge A
Series 63, Series 66
Huntington Beach, CA
J.P. Morgan Securities
Jorge Aguilar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various capacities within J.P. Morgan since 2016 and was involved with Jaguilar Brands, LLC from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Wendy N
Series 63, Series 66
Huntington Beach, CA
J.P. Morgan Securities
Wendy Nguyen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan entities since 2015. Outside of her advisory role, she is a part-owner and manager of a nail salon business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating an ESG eligibility framework.
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