Jackson Aguilar is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has held roles at institutions including JPMorgan Chase Bank, Creative Arts Charter School, and Zeta Consulting Executive Search. 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. The program emphasizes a non-discretionary advisory process supported by centralized due diligence and incorporates a broad set of investment capabilities including derivatives and commodities.

Laurel Norris is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 credential and four years of industry experience. Her prior work includes positions at First Republic Securities Company, First Republic Investment Management, and Wells Fargo. 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 advisory program supported by centralized due diligence and a manager solutions team.

Jonathan Thomas is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sam Schoner is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at First Republic Wealth Advisors and First Republic Securities Company, spanning from 2004 to 2023 before joining J.P. Morgan. 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, manager selection, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking approach and incorporates ESG considerations.

Kevin Truong is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and two years of industry experience. He previously worked at First Republic Bank from 2015 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including ESG criteria.

Jad Jaber is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. He has worked at several major financial institutions, including JPMorgan Chase Bank, Bank of America/Merrill Lynch, PNC Bank, Wells Fargo Bank, and Bank of America. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility criteria within its recommended strategies.

Lana Xiao is a Certified Financial Planner™ at J.P. Morgan Securities with five years of industry experience. She has worked at several financial institutions, including Wells Fargo Private Bank, Silicon Valley Bank, and First Citizens Bank. Outside of her advisory role, she manages a family rental property in San Francisco. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates systematic due diligence and an ESG framework, supported by centralized research and affiliated implementation services.

Kandace Lesher is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years. Lesher is employed by both JPMorgan Securities and JPMorgan Bank, allowing her to offer a range of bank products and services in addition to investment advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Jack Gerson is a financial advisor with J.P. Morgan Securities in San Francisco, CA. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at JPMorgan Chase Bank, Productplan, Topia, and Rippling. 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 integrates quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks.

Andrew Burns is a CFP® with six years of industry experience. He is currently with J.P. Morgan Securities in San Francisco and previously worked at Charles Schwab and Co., Inc. Outside of his advisory role, no additional notable activities are reported. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Xiaoxiao Chen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Citigroup, Sterling Bank & Trust, and CBA Aluminum Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Miranda Holmes is a CFP® and ChFC® with 26 years of experience in the financial services industry. She is currently with J.P. Morgan Securities and has held positions at J.P. Morgan Private Wealth Advisors, First Republic Securities, UBS Financial Services, and Merrill. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, and it offers broader derivatives and commodities capabilities through its unique regulatory registrations and affiliations.

Anthony Francis 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 financial institutions including First Republic Bank, Bank of America, and Loan Depot. 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 advisory program. The firm’s process combines quantitative and qualitative research and includes a framework for ESG eligibility.

Kevin Hui is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at First Republic Bank for 17 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, uses forward-looking capital market assumptions, and incorporates an ESG eligibility framework where applicable.

Tricia Yu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at both First Republic Securities Company and JP Morgan Chase bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm incorporates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.

Mary Jane Reyes is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at First Republic Securities and First Republic Investment Management prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Kristen Hirano is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 credential and seven years of industry experience. Her career includes positions at J.P. Morgan Chase Bank, First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, with capabilities in derivatives and commodities.

Edward Rice is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His career includes roles at JP Morgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and UBS Financial Services. 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 screens and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations within a broad derivatives and commodities capabilities framework.

Joseph Co is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior work includes roles at First Republic Securities Company, LLC, and First Republic Investment Management, Inc., as well as teaching positions at UC Berkeley, Diablo Valley College, and Mount Diablo High School. He also operated Nama Sushi for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility within its recommendations.

Steve Mc Intosh is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., First Republic Bank, and Qb3 Stockroom at UC Berkeley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and recommendations may include an ESG eligibility framework.