Jeffrey Schottenstein is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory work, he serves as president of the Sara Schottenstein Foundation, which supports the development of new cancer treatments, and is a board member of the Gastric Cancer Foundation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Soja is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at JPMorgan Chase Bank, NA, and First Republic Investment Management, Inc. Outside of his advisory role, Soja serves as Chair of the Investment Committee and board member for Family House Inc., a nonprofit providing housing to families seeking treatment at UCSF Children's Hospital. J.P. Morgan Securities LLC delivers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, operating with a centralized due-diligence framework that includes ESG eligibility processes.