Kevin Huynh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, following four years at Merrill. 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 for non-discretionary programs. Their advisory process is supported by centralized due diligence and uses systematic quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility criteria and broader derivatives capabilities.

Lwin Mar Myint is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has previously worked at HSBC Securities USA Inc and UnionBanc Investment Services, among other firms. Outside of her advisory role, she owns an investment property. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Kim Lee is a financial advisor at J.P. Morgan Securities in San Jose, California, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. 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 combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Tien Vo is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding a Series 66 designation and seven years of industry experience. He has worked with various J.P. Morgan entities since 2018 and previously worked outside finance at San Jose Physical Therapy and HumanitiesDC. 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 integrates quantitative screening and qualitative research, incorporating ESG considerations and supported by affiliates that provide implementation and portfolio services.

Hoa Kha is a financial advisor at J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses with six years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as J.P. Morgan Securities and JPMorgan Chase Bank. Outside of advisory services, he is involved in an e-commerce business focused on selling used clothing, collectible dolls, and Funko Pop items through social media platforms. 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 supported by a centralized due diligence team and includes capabilities in derivatives and commodities through affiliated entities.