Mobin Mohsini is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2009. 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. Their advisory process integrates systematic quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Maegan Young is a Series 66 licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. She previously worked at Merrill and Bank of America for eleven years each before joining her current firm. 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 through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to develop model asset allocations within a framework that may incorporate ESG criteria.

Shawn Upton is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 deliver written asset allocation advice, investment manager searches, and customized performance reporting.