Issa Kaleh is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Hadis Farazmand is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMC Bank NA in 2024, Farazmand worked at Technology Credit Union and San Francisco Federal Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.