Edward Wess is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, 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 access to derivatives and commodities capabilities uncommon among institutional advisory programs.

Vincent Serro is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2013, he worked at Stifel and Ryan Beck & Co. Outside of his advisory role, he assists part-time with a family business that sells pasta sauce at fairs and festivals. 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’s advisory process integrates quantitative and qualitative research and offers capabilities in derivatives and commodities through affiliated entities.