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Hari G

Series 66

Seattle, WA

J.P. Morgan Securities

Hari Gonzalez is a financial advisor with J.P. Morgan Securities based in Seattle, WA. He holds the Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments 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 and qualitative research and includes broader derivatives and commodities capabilities.

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Brittany T

Series 66

Seattle, WA

J.P. Morgan Securities

Brittany Terlaje is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. during her career. Her background also includes a four-year tenure at Simply Urban. 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 quantitative and qualitative research and may incorporate ESG criteria in its recommendations.

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Nanda K

Series 63, Series 65, Series 66

Seattle, WA

J.P. Morgan Securities

Nanda Kishore is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Edward Jones in 2010. Kishore holds Series 63, Series 65, and Series 66 designations. 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 through a non-discretionary advisory program.

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