Christopher Boggs is a financial advisor with J.P. Morgan Securities in San Anselmo, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, Boggs owns and operates a short-term rental property through Boggs Real Estate. 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 additional market-facing registrations and functions, delivering non-discretionary advisory programs alongside brokerage, distribution, and investment management capabilities.

Alex Pineda is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at JPMorgan Chase Bank, N.A., First Republic Bank, and Bank of America. 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 an ESG eligibility framework.

Aspasia Iosifellis is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing one year of industry experience. She has previously worked at First Republic Bank and Silicon Valley Bank. Outside of her advisory role, she serves as Treasurer and Board of Directors member for the Greek American Professional Women Society, a nonprofit organization focused on promoting Greek culture and providing scholarships. J.P. Morgan Securities LLC offers institutional consulting services to clients such as corporations and foundations, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Xing Liu is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities LLC, Liu worked at JPMCB (China) Co Ltd, Zhong Ou Asset Management, and BNP Paribas. 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 its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry beginning in 2023. He previously worked at First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Evelyn Mei is a Series 66 credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and has held roles outside finance in retail and academia. J.P. Morgan Securities LLC 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 recommendations.

Janice Negvesky is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at JPMORGAN Chase Bank, Georgetown University, and Pocono Eye Associates. 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 an ESG eligibility framework when recommending investment strategies.

Jeanna Deane is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to clients such as 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 and investment management capabilities, delivering services on a non-discretionary basis.

Bradley Adams is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Goldman Sachs and JPMorgan Chase Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Ngai is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon, and Uniqlo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wai Teng Ho is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. Prior to her current roles, she was involved with Freda's Design for nine years. 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. The firm’s approach includes an ESG eligibility framework and a non-discretionary advisory model where clients retain final decision-making authority.

Tanner Curley is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2015. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Caitlin Chan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her background includes roles at Patreon, Capital Group - American Funds Distributors, and the University of California, Berkeley. Outside of her advisory work, she sells used clothing and other items on the Mercari platform. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Camille Raffenne is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at UBS Wealth Management and Lisan Finance. Camille is based in San Francisco, CA. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Bronwyn Bailey is a financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, First Republic Bank, BB Advisors, and the American Investment Council. 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 brokerage, distribution, and investment management capabilities.

Daniel Sivolella is a CFA charterholder with 31 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in San Francisco. He has been with J.P. Morgan Securities since 2001 and also works with Jpmorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Marcy Rich is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and 17 years of industry experience. She has worked with several firms, including Caldwell Securities, Sutter Securities, and Phoenix American, before joining JPMorgan in 2018. She is also an employee of JPMorgan Bank, which allows her to offer a range of banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christina Lee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Credit Suisse AG and Morgan Stanley, including Morgan Stanley Private Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework. The firm offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Jacob Saliba is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior experience includes roles at Forge Securities LLC, Barclays Capital Inc., Lehman Brothers Inc., and multiple positions within JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Wendy Venegas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is a part-owner of residential real estate properties. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.