Angela Liu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and over 10 years of industry experience. He has been with J.P. Morgan Securities since 2015 and also owns Chameleon Refinishing, a sole proprietorship focused on selling and restoring antique furniture. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering a range of advisory and brokerage services.