Dia Khan is a financial advisor at J.P. Morgan Securities based in Philadelphia, PA, holding Series 63 and Series 66 licenses with five years of industry experience. Their prior experience includes roles at Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, and Equitable Advisors. 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and qualitative research.

Zachary O Connor is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Equitable Advisors, Vertex, Inc, and The OConnor Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments 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 integrates quantitative and qualitative research with a range of eligible strategies, including ESG considerations, supported by centralized due diligence and affiliates that offer implementation and portfolio services.