Benjamin Raney is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Bond Pavement and Willard Hicks Grill. 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 process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Eric Anderson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. Prior to his current role, he was at these firms for a decade each. 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, endowments, and other institutional clients. The firm’s process combines systematic quantitative screening with qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Tyler Nguyen is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. and Citigroup. 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 with forward-looking capital market assumptions and includes offerings that incorporate ESG eligibility frameworks.