Ching Pong Vicman Ho is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Prior to that, he spent nearly two decades at Charles Schwab in various roles. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

David Lanshe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jimmy Yang is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank NA since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.