Lauren Mc Partland is a financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation with three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank, First Republic Securities Company, and First Republic Investment Management. 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 and fund searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Kevin Douglas is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and 33 years of industry experience. His career includes roles at Merrill, Banc of America Investment Services, and multiple positions within First Republic Investment Management prior to joining J.P. Morgan. 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. Their advisory process combines quantitative screening with qualitative research to build model asset allocations and incorporates ESG considerations.

Jimmy Szeto is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC from 2015 until joining J.P. Morgan Securities and JP Morgan 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 asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes access to broader derivatives and commodities capabilities.

Stephen Wu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as First Republic Bank. 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 and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, and their offerings include broader derivatives and commodities capabilities.

Wallace Lee is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he spent 12 years at First Republic Bank. Outside of his advisory role, he is involved with Lily's Legacy Senior Dog Sanctuary, where he assists with walking and caring for large senior dogs. 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.

Christopher Dovale is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. 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 program incorporates centralized due diligence, a quantitative and qualitative research approach, and broader derivatives and commodities capabilities.

Lauren West is a CFP® with 16 years of industry experience, currently serving at J.P. Morgan Securities in San Francisco. She has previously worked at First Republic Investment Management and FIRST REPUBLIC Securities Company. West is a member of the Finance Advisory Board at California Polytechnic State University, where she connects faculty and students with finance industry leaders to support curriculum development. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, with implementation and portfolio services supported by affiliated entities.

Brian Mc Namee is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 designations and 12 years of industry experience. He previously worked at First Republic Securities Company and First Republic Bank for over a decade before joining J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he is an owner and partner in Greensparc, a technology company focused on aligning AI and data center infrastructure by building data centers near power plants using otherwise wasted power. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting centered on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Karina Datwani is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic Bank and Bank of America. Outside of her advisory role, she serves as an authorized signer for a family-related entity, assisting with day-to-day account operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's advisory program offers non-discretionary, written asset allocation advice and manager searches, supported by centralized due diligence and incorporating ESG considerations.

Michael Zazzara is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Republic Bank and First Republic Securities Company, LLC before joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hayk Grigoryan is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo. 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 incorporates centralized due diligence and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Daniel Pollack is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2014. He holds Series 63 and Series 66 licenses and is based in San Francisco, CA. Prior to and concurrently with his current role, he has been associated with JP MORGAN CHASE Bank, N.A. since 2014. 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 utilizes a centralized due diligence process combining quantitative and qualitative research, and incorporates ESG considerations in its recommendations.

Stephen Billowitch is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Heritage Bank of Commerce, First Republic Bank, and various non-financial companies. 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 and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Jocelyn Yang is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at Kaizen Financial Strategies LLC and has held positions related to financial services and education. She is employed concurrently by JPMorgan Chase Bank, where she offers banking products alongside her advisory role. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Elise Kiya is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024, following roles at JPMorgan Chase Bank, N.A. and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that offers written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Omatseye Ugen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eduardo Mata is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at First Republic Bank, JPMorgan Chase Bank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Adriana Navarro is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Citibank, Wells Fargo, and Bank of America. She serves as a board member of Latinos in Finance, contributing to event planning and communications. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, supporting clients with a range of investment strategies and incorporating ESG criteria where applicable.

Carrie Young is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, she worked at KC Alliance Inc and operates a consulting business focused on wine services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, with clients maintaining final decision authority.

Phuong Thai is a financial advisor at J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 designations with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Phuong worked at Citigroup for nine years and Bank of America for one year. J.P. Morgan Securities offers 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with a focus on eligible strategies that may include an ESG eligibility framework.