John Elliott is a financial advisor at J.P. Morgan Securities in Huntington Beach, CA with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working in retail and food service industries. 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. Their advisory process includes quantitative and qualitative due diligence supported by centralized research and incorporates ESG frameworks where applicable.

Anthony Labarba is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes capabilities in derivatives and commodities.

Craig Davis Jr. is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp., Morgan Stanley, and Merrill. Based in Huntington Beach, CA, he holds Series 63 and Series 66 licenses. 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, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Anthony Mc Gee is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, following a prior role at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and includes ESG considerations, supported by affiliates for implementation and portfolio services.