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Kinga F

Series 63, Series 66

St. Charles, IL

J.P. Morgan Securities

Kinga Frick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has been with J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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Joshua R

Series 63, Series 65

St. Charles, IL

J.P. Morgan Securities

Joshua Resch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank, N.A. since 2002. 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 advisory program. The firm’s process combines quantitative and qualitative research and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

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Sandeep M

Series 65, Series 63

St. Charles, IL

J.P. Morgan Securities

Sandeep Mangal is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at City National Bank, RBC Capital Markets, and Stat Trade Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions and incorporating an ESG eligibility framework.

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