Roberto Martinez Castaneda is a financial advisor with J.P. Morgan Securities based in Kissimmee, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining J.P. Morgan, he worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. 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 and qualitative research to offer customized, non-discretionary asset allocation advice and investment manager searches, supported by centralized due diligence and a focus on eligible strategies.

Joseph Sing Po is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Merrill and Securian Financial Services. 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 asset allocation advice, investment manager searches, and customized performance reporting.