Michael Phung is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes positions at TIAA-CREF and Truist Investment Services. Outside of his advisory role, he is involved in e-commerce through an art business with his daughter. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. Its advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of investment strategies.

Daniel Bergmann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing Services. Prior to his financial services career, he spent seven years at BCBG Max Azria LLC. 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 program emphasizes non-discretionary, written asset allocation advice, investment manager and fund selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Najera is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held positions at Lyft, Uber Technologies, and Morgan Stanley. Outside of his advisory role, he has been involved in private security services with Allied Universal and worked as a contractor for Uber Technologies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities.

Steven Franco is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with JP Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The program supports decision-making with centralized due diligence and incorporates ESG eligibility in its recommendations.