Stephanie Oropeza is a financial advisor with J.P. Morgan Securities in Temecula, CA. She holds Series 63 and Series 66 designations and has 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked at 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment approach combines systematic quantitative screens with qualitative research and incorporates an ESG eligibility framework in its recommendations.

Daniel Schepe is a financial advisor with J.P. Morgan Securities in Temecula, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Jasper Yang is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.