Madina Boland is a financial advisor with J.P. Morgan Securities in San Marino, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank for 18 years, and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. In addition to her financial advisory role, she serves as a language consultant for the U.S. Department of Defense. 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, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria, with implementation facilitated by affiliated investment-management entities.

Nanda Fernando is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Michael Kiang is a CFP® and Series 66-licensed financial advisor with over 13 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2017, and previously worked at Morgan Stanley. Outside of his advisory role, he is an owner and partner of NELA Living Properties LLC, a real estate investment entity. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research to build model portfolios and offers a program that integrates ESG considerations and advanced derivatives capabilities.

Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, following a 19-year tenure at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship involved in the purchase and sale of apparel and shoes. 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 integrates systematic quantitative screening and qualitative research and includes capabilities in derivatives and commodities.

Yuki Zeng is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. They hold a Series 66 designation and have worked previously at Bank of America N.A. and Merrill. Zeng currently serves clients from San Marino, CA. 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 to develop model asset allocations and incorporates a range of eligible strategies, including an ESG framework.

Joannie Ngo is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms including Banc of America Investment Services, Merrill, and Chase Investment Services Corp. before joining J.P. Morgan Securities in 2012. 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. The firm’s advisory process incorporates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities through its regulatory registrations.