David Winter is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. He has worked with J.P. Morgan Securities since 2017 and has been a self-employed musician and instructor with Blue Fever since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients 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 combines quantitative screening and qualitative research to build model asset allocations, with capabilities including derivatives and commodities.

Gracielle Zanial is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016 and is also affiliated with California State University since 2012. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.