Steven Auger is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander and McAdam Financial. 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. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Blake O Neal is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors and Corebridge Financial/AIG. Outside of his advisory role, he occasionally works as a rideshare driver. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.