Victor Acevedo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at UnionBanc Investment Services and Union Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors while clients retain final decision-making authority.

Jessica Levan is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked with J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2013. Based in Morgan Hill, CA, she holds a Series 66 license. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with broker-dealer and investment adviser registrations.