Ahmed Elghitany is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Merrill and Bank of America. Outside of his advisory work, he has performed contractor roles as a rideshare and food delivery driver. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions to build model allocations, serving clients with a range of specialized investment and portfolio services.

Jodi Le Nguyen is a financial advisor with J.P. Morgan Securities based in Missouri City, TX. She holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Capital One Bank NA. Since 2017, she has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Herbert Bender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2007. 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 utilizes centralized due diligence combining quantitative and qualitative research to support its recommendations, with certain implementation services provided by affiliated entities.