Reuel Chang is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Scottrade and TD Ameritrade before joining J.P. Morgan in 2020. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations to serve its clients.

Joe Charboneau II is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at various J.P. Morgan entities since 2012, including JP Morgan Chase Bank and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations.