Annette Law is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She is also a partial owner and agent of John Law DMD, Inc., where she provides administrative assistance. J.P. Morgan Securities offers 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation support from affiliated entities.

Sadaf Bassam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates both quantitative and qualitative research and includes ESG eligibility considerations.

Amanda Anderson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2014, following a brief tenure at Morgan Stanley. 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. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Dave Adams is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Adams holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Joseph Chavez Jr. is a Series 66-registered advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016, and held a role at Long Beach Beer Lab in 2022. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations.