Sarah Boyd is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2011. 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.

Jeremy Uzqueda is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he owns a private enterprise involved in rental property management. 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. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.