Angela Yu is a financial advisor with J.P. Morgan Securities based in Irvine, CA, holding Series 66 and Series 63 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following two years at Bank of America and a year at Holiday Inn. 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 program incorporates systematic due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Soo Min Lee is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. Lee has worked at J.P. Morgan Securities since 2019 and also has experience with JPMC BANK NA (Southwest) dating back to 2017. 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 approach includes centralized due diligence combining quantitative and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Bo Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance, and Very Investment Group Inc., as well as experience in agricultural technology with Yunnan Aibi Agricultural Technology, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Jennifer Lee is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with J.P. Morgan Securities in Irvine, CA. She has been with J.P. Morgan Securities since 2016 and also provides part-time administrative support to a family engineering business. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Hao Wu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial, Bank of America, and Bank of China. Wu is based in Irvine, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with a combination of quantitative screens and qualitative research to develop model asset allocations, and it incorporates a range of investment strategies supported by affiliates.