Yiting Wu is a financial advisor with J.P. Morgan Securities LLC based in Irvine, CA. She holds Series 63 and Series 66 licenses and has four years of industry experience. Wu has worked with J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

David Livingston is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is involved in supplement development through Nouri Life LLC and works as a software developer at FistBump Sports Inc.; he also participates in interior design through Livingston Interiors LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Graham Nelson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Chipotle Mexican Grill and Newport Beach Country Club, and attended Texas Christian University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Christopher Cuvinan is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Merrill from 2010 to 2019 and at JPMorgan Chase from 2019 to the present. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Findlay is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Dana Rubarth is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Unionbanc Investment Services, and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework and a select group of Wealth Advisors.

Maxwell Galbraith is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Muriel Siebert & Co., Inc. Prior to joining J.P. Morgan, he had roles at Stockcross Financial Services and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ani Varghese Thambi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold a Series 66 designation and have previously worked at Wells Fargo Advisors, Morgan Stanley, and Bank of America Merrill Lynch. Ani is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Bryan Harada is a CFP® professional with 19 years of industry experience, currently affiliated with J.P. Morgan Securities in Irvine, CA, where he has worked since 2016. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jason Wang is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Equify Capital Inc and Zillow Home Loans. Outside of his advisory role, he is the owner and partner of Wang Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.