Cristian Santana is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Bank of America and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities.

Steven Reed is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds the Series 63 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009, with prior experience at Wamu Investments and LPL Financial. 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. Their advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, and the program includes broader derivatives and commodities capabilities.

John Shaker is a Series 66-licensed advisor at J.P. Morgan Securities with 16 years of industry experience. He has held positions at several major firms, including Bank of America, Merrill, JPMorgan Chase Bank, and Wells Fargo. Currently based in Santa Ana, CA, Shaker has spent multiple periods with J.P. Morgan Securities during his career. 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 to develop model asset allocations and incorporates ESG considerations within a non-discretionary framework.