Arben Arifi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2013. 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.

Annie Ha is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Citigroup. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Suarez is a financial advisor at J.P. Morgan Securities in San Francisco, holding Series 65 and Series 63 licenses. He has experience working at Ernst & Young LLP from 2019 to 2026 and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.