Richard Chun is a financial advisor with J.P. Morgan Securities based in Temple City, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Chase Investment Services Corp. and Edward Jones. Chun is also the General Partner, President, and CEO of Rtec Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Denise Wang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of financial services, she provides bridal hair styling and beauty services through her work with Kohnur Luxurious Bridal Beauty and Chiali Meng Artistry. J.P. Morgan Securities offers 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Yibin Evan Xu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and concurrently works at JPMorgan Chase Bank, N.A. Since 2024, he has also provided in-home supportive services to a family member through a government program. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, providing non-discretionary, customized advice focused on asset allocation, manager searches, and performance reporting. Their advisory process combines quantitative and qualitative research and includes expertise in derivatives and commodities.

Mindy Cheng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously at Bank of America and Merrill from 2014 to 2019. 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 within a non-discretionary program.