Yui Chak Ryan Chow is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Lu Lasky is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has experience at several firms, including Goldman Sachs, Barclays, and Champamerica, with her current role at J.P. Morgan Securities beginning in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its program on a non-discretionary basis.