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Manuel D

Series 66

New York, NY

J.P. Morgan Securities

Manuel De Leon is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2012. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations.

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Stefan P

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Stefan Popescu is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 designations and 11 years of industry experience. His career has been primarily with JPMorgan Chase Bank and JP Morgan Securities since 2016. Outside of finance, he was involved with Bar Primi Pasta Shop from 2015 to 2018. 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. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

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Daniel C

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Daniel Chisena is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, MassMutual, and Fortis Lux Financial. Chisena is based in New York, NY. 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 delivers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

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Ho Kyung J

Series 66, Series 63

New York, NY

J.P. Morgan Securities

Ho Kyung Jung is a financial advisor at J.P. Morgan Securities in New York with 12 years of industry experience. His background includes roles at JPMorgan Chase Bank and Bank of America. Outside of his advisory work, he is involved in managing rental properties through a privately owned business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include an ESG eligibility framework.

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