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Ryan L

Series 63, Series 65

San Jose, CA

J.P. Morgan Securities

Ryan Leiby is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Wamu Investments, Inc., and Citigroup Global Markets. 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 through a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

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Adrian B

Series 63, Series 66

San Jose, CA

J.P. Morgan Securities

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. across multiple periods since 2017, as well as at Bank of America and Merrill. Prior to his finance career, he was employed at Montage Wellness Center and Parking Company of America. 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 searches, and customized performance reporting, supported by systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

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Jesus M

Series 63, Series 66

San Jose, CA

J.P. Morgan Securities

Jesus Maciel is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at J.P. Morgan Securities and related entities since 2016. In addition to his advisory role, he is an owner and partner of La Michoacana Plus, an ice cream parlor in San Jose. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Founder/Business Owner
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Bianca C

Series 66

San Jose, CA

J.P. Morgan Securities

Bianca Cross is a Series 66-registered financial advisor with J.P. Morgan Securities in San Jose, CA, and has 14 years of industry experience. She has worked at several firms, including Morgan Stanley, Wells Fargo, Cetera Investment Services, and JPMorgan Chase Bank. 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, with clients retaining final decision-making authority.

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