Dylan King is a financial advisor at J.P. Morgan Securities in Manhattan Beach, CA, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked within various divisions of JPMorgan Chase since 2019 and has prior experience in the service industry. 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 and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria through a centralized manager solutions team.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in previous roles. 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 combines quantitative and qualitative research and includes an ESG eligibility framework.

Jacob Servin is a Series 66 licensed financial advisor with 14 years of industry experience, currently working at J.P. Morgan Securities since 2013. He is based in Manhattan Beach, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research to support its recommendations, which may include ESG considerations.