Vicky Wong is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JP Morgan entities since 2017, including JPMorgan Chase Bank and JP Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Adam Glatz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank, Bank of America, and PNC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and derivatives capabilities.

Michelle Liu is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Charles Schwab. Based in San Carlos, CA, Liu has been with her current firm since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a manager solutions team that uses quantitative and qualitative research to develop model asset allocations.

Wendell Graham is a financial advisor with J.P. Morgan Securities in San Carlos, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and Edward Jones. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines systematic quantitative screens with qualitative research and incorporates ESG eligibility frameworks in its recommendations.