Morgan Lange is a Series 66–licensed advisor with four years of industry experience, currently with J.P. Morgan Securities in Thousand Oaks, CA. His prior experience includes roles at Bank of America Merrill Lynch, Northwestern Mutual Life Insurance Company, and State Farm. Lange also owns a performance coaching business focused on helping athletes with performance anxiety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized reporting, serving clients with minimum portfolio sizes.

Shruti Kohli is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. Prior to this, she worked at Chase Investment Services Corp. and held roles at Quality Inn and Suites and Country Inn & Suites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.