Jinglang Wei is a CFP® professional with eight years of industry experience, currently serving at J.P. Morgan Securities. Their career includes prior roles at Fidelity Brokerage Services LLC and JPMorgan Chase Bank, N.A. Wei is based in Millbrae, CA, and holds Series 63 and Series 66 licenses. 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 and customized reporting, with a focus on a defined set of eligible investment strategies.

Benigno Gonzalez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Comerica Securities, and Charles Schwab. Outside of his advisory work, he owns a rental property. 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. The firm supports its advisory process with centralized due diligence and employs a range of investment strategies, including ESG considerations.

King Tong Wong is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked at Bank of America from 2018 to 2021 and has experience in businesses outside finance, including My Wireless and Fillmore Karaoke. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.