Louis Stephenson is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Capital Management among other firms. Outside of his advisory role, he is involved in property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Chvedov is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Before joining J.P. Morgan Securities, he held various roles including deli worker at Husky Deli. Outside of finance, he works as a dog walker through Rover. 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 quantitative and qualitative research supported by a manager solutions team, with a focus on eligible strategies that may incorporate ESG criteria.