John Canales II is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank in various roles 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 combines quantitative screens and qualitative research in its due diligence and offers capabilities in derivatives and commodities through various regulatory registrations and affiliations.

Christopher Nguyen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior work includes roles at Bank of America, Merrill Lynch, UBS Financial Services, and MUFG Union Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with capital market assumptions to develop model asset allocations and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Peter Kim is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Huntington Beach, CA. He has two years of industry experience, including prior roles at Bank of America Corporation and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer customized written asset allocation advice, investment manager searches, and performance reporting.

Joaquin Browning is a Series 66-licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at UBS Financial Services as well as various roles outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Charles Nuwer is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at JPMC Bank NA, Principal Life Insurance Company, and Principal Securities, Inc. He also spent time working at Newport Harbor High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver non-discretionary, customized asset allocation advice and investment manager searches, supporting clients who retain final decision-making authority.

Michael Jover is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch Wealth Management and Morgan Stanley Dw Inc. 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 research, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include an ESG eligibility framework.

Christine Kehl is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her career includes positions at Jpmorgan Chase Bank NA from 2009 to 2022 and at J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and supported by affiliated implementation and portfolio services.

Dennis Kalinin is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Huntington Beach, CA. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and U.S. Bancorp Advisors, LLC. 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 supported by a centralized manager solutions team and incorporates ESG considerations in its recommendations.