Tuyet Do is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she worked at Deloitte & Touche, LLP for one year and has multiple prior terms at J.P. Morgan and JPMorgan Chase Bank, N.A. 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 within a non-discretionary framework. The advisory process leverages centralized due diligence and integrates quantitative and qualitative research to build model asset allocations.

Ting Ngan is a Series 66 licensed advisor with 15 years of experience, currently working at J.P. Morgan Securities since 2012. Prior to joining J.P. Morgan, Ting spent one year at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Vanessa Young is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023. Additionally, she has been employed at JPMorgan Chase Bank, N.A. since 2013. 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 combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Tze Hng is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Wells Fargo, Fidelity, Morgan Stanley, and Ameriprise. 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 supports its advisory process with centralized due diligence and combines quantitative and qualitative research, offering access to a broad range of strategies including ESG-focused options.

Hanh La is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing seven years of industry experience. La has worked at JPMorgan Chase Bank, N.A. and Kaiser Permanente. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process that combines quantitative and qualitative research.

Joshua Kuo is a financial advisor with J.P. Morgan Securities based in Santa Clara, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and is the owner and operator of Shibui Vintage, LLC, a business involved in the collection, restoration, and trading of vintage timepieces. 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, supported by centralized due diligence and incorporating ESG criteria in its investment recommendations.

Trung Lam is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities in Santa Clara, CA. He has been with J.P. Morgan Securities since 2012 and has prior experience at Endo Holdings LLC from 2023 to 2025. 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. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, and recommendations may incorporate an ESG framework.

John Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Santa Clara, CA, with 14 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. Outside of his advisory duties, he serves as a trustee for family revocable trusts that own residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, offering a range of eligible strategies including those incorporating ESG criteria.

Yuan Ting Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and incorporates both quantitative and qualitative research methods.

Jenny Ju is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding a Series 66 designation and 17 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously was with Edward Jones from 2009 to 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’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Anthony Nguyen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Investments and NSI Engineering prior to joining J.P. Morgan in 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Anh Tran is a financial advisor at J.P. Morgan Securities in Santa Clara, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2018. Prior to this, he worked at Wells Fargo clearing services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Veronica Vu is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at B & B Machining and Smittenkiss Weddings & Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and incorporates ESG criteria within its investment approach.

Vy Dang is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she operates an e-commerce business selling used clothes and branded bags. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Xiangxiang Zhang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Prior to that, she was employed at CreditEase in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

James Ku is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and leveraging affiliated investment-management resources.

Miguel Jimenez is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Francesko Kristovich is a financial advisor at J.P. Morgan Securities with 20 years of industry experience and a Series 66 designation. His career includes roles at JP Morgan Chase Bank, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. He is also the owner of a commercial rental property through F & A Petaluma LLC. 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 and qualitative research, incorporates ESG considerations, and leverages derivatives and commodities capabilities through its broader regulatory registrations.

Yi Charn Chen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Chen holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to joining J.P. Morgan, Chen held positions at Apple, Whole Foods Market, and QuVa Pharma. 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 and qualitative research with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Wendy Ehrlich is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and related entities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a non-discretionary advisory approach supported by centralized due diligence and a combination of quantitative and qualitative research.

Gabriela De Oliveira is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and HSBC in various capacities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Yingfei Shi is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. Shi holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Morgan Stanley & Co. LLC. Outside of advisory work, Shi is an owner and partner in multiple real estate investments across several states. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

John Bach is a financial advisor with J.P. Morgan Securities based in Santa Clara, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wamu Investments Inc. Outside of finance, he owns Bach Apparel, a screen printing business managed through a third-party vendor. 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 combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process.

Jerrad Forman is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Over his career, he has held roles encompassing various aspects of investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliated implementation and portfolio services.