Masood Niazi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Citigroup and Merrill. Outside of his advisory roles, he has experience operating a business in import and export. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that may incorporate ESG considerations.

Stuart Burden is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. His prior roles include positions at First Republic and the Silicon Valley Community Foundation, as well as self-employment with SCB Consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG framework and leveraging broader derivatives and commodities capabilities.

Bob Austrian is a financial advisor with J.P. Morgan Securities based in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Neuberger Berman LLC for 13 years and continues to hold a passive ownership interest related to his prior employer. Austrian also serves as Treasurer and Board Member of a New York City apartment co-op. 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. Their advisory process incorporates quantitative and qualitative research and includes expanded derivatives and commodities capabilities.

Shelley Cairns is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, UBS Financial Services, and currently serves dual roles at JPMorgan Securities and JPMorgan Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Timothy Cahyadi is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in San Francisco and has held prior positions at firms including First Republic Investment Management, Merrill, and Robertson Stephens. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their approach includes centralized due diligence, quantitative and qualitative research, and customized asset allocation advice while clients retain final decision-making authority.

Nasser Abdulkariem is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Investment Management, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a research-supported investment process.

Peter Welch is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Fisher Investments and First Republic Securities Company prior to joining J.P. Morgan. He is based in San Francisco, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and leveraging a broad range of investment capabilities.

Brad Waitrovich is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and having 10 years of industry experience. His career includes roles at Merrill, Wells Fargo, First Republic, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, emphasizing non-discretionary recommendations supported by centralized due diligence.

Kin Hung Chan is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he has experience with Typhoon Club Magazine and held roles at the University of California Santa Cruz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Barrett Jackson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Associates and Texas Capital Bank. Outside of his advisory role, he works as a tutor and academic coach for Varsity Tutors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Linda Moran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of the West, Ameriprise, Cetera Investment Services, Morgan Stanley, and Edward Jones. Outside of her advisory role, she manages a social group for lesbian and queer women focused on pickleball activities and also works as a mobile notary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bernard Shaw is a financial advisor at J.P. Morgan Securities in San Francisco, CA, with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023, following an 18-year tenure at First Republic Securities and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by J.P. Morgan’s affiliated investment-management entities.

Srdan Stojic is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Citigroup, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of traditional financial roles, he was involved with Salt and Honey in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes a non-discretionary approach supported by a centralized due diligence process and integrates ESG considerations within its investment recommendations.

Ryan Spencer is a financial advisor at J.P. Morgan Securities based in San Francisco, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Advisors, and the insurance sector, as well as earlier experience in the hospitality and automotive industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process integrates quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Marquez Parnell is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including First Republic Bank and Wells Fargo Bank. Outside of finance, he owns and operates Fudgel LLC, a company that decorates clothing locally in the Bay Area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Carlos Reyes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and Uber. Reyes owns several rental properties, which are managed by property companies. 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 process integrates quantitative and qualitative research and supports a range of Eligible Strategies, including ESG considerations.

Maria Irene Townsend is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2026, she worked at Citi for 23 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Rozita Rahaei is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at J.P. Morgan Securities since 2024 and previously held roles at JPMorgan Chase Bank, Wells Fargo Bank, and operated her own advisory practice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Nour Moussa is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 65 and Series 63 licenses with six years of industry experience. Their prior roles include positions at First Republic Securities Company and JPMorgan Chase Bank. Outside of finance, Moussa was involved with Happy Kids Preschool and Day Care for five years. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with a range of eligible strategies, including ESG considerations, supported by affiliated implementation services.

Fei Fang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Fang holds a Series 66 designation and has worked at firms including Citigroup and UBS. Fei is based in San Francisco, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.