Kyle Foley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2011 and joined J.P. Morgan Securities in 2025. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Hyong Lark Kim is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His career includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, Woori America Bank, and Hanin Federal Credit Union. 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, utilizing a range of eligible strategies and ESG criteria.

Adrienne Lee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at UBS, Bank of America, Merrill, and the University of California. Outside of her advisory role, she is an owner and partner at Sen Studio, an e-commerce business selling women's apparel. 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 through a non-discretionary program.

Dienyung Sun is a financial advisor with J.P. Morgan Securities in Sunnyvale, CA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, Sun worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, employs an ESG eligibility framework, and utilizes broader derivatives and commodities capabilities.