Isaac Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Ares Management LLC. 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. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Elaine Sarnoff is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Wells Fargo Clearing and Neuberger Berman BD LLC, and she worked with the In-Home Supportive Services Program for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and quantitative and qualitative research.

Andrew Kim is a Series 66 licensed advisor with J.P. Morgan Securities, based in Torrance, CA, and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and was previously with Merrill from 2013 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.