Frank Huang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Citigroup Global Markets, Merrill, Bank of America, and HSBC Securities. Huang is based in Irvine, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Tess Buenaventura is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. 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 searches, and customized performance reporting, with clients retaining final decision-making authority.

Jessica Wang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the 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 offers 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 systematic quantitative screens and qualitative research, with recommendations limited to eligible strategies and the potential incorporation of an ESG eligibility framework.

Frank Lu is a financial advisor based in Irvine, CA, affiliated with J.P. Morgan Securities. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Beiyun Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and five years of industry experience. Wang has worked at JPMC Bank NA and J.P. Morgan Securities since 2021, with previous roles at Bank of America, East West Bank, Aucher World, and Jupai Holding. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG criteria within eligible investment strategies.