Minh Le is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at HSBC Bank, including HSBC Securities (USA) Inc. and HSBC Bank (Vietnam) Ltd. 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 offers additional capabilities including derivatives and commodities.

Fernando Mellin is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and JPMorgan Chase Bank, N.A. From 2015 to 2018, he was the owner of My Coco Inc., a business focused on the sales of imported coconuts and coconut water. 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. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria where applicable.