Paul Lee is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America Corporation, Wells Fargo NA, and Union Bank. He also held positions at Jswizzle LLC and Tiem Brothers LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria and access to a broad range of investment products through its affiliation with J.P. Morgan.

Ivan Flores is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at Bank of America/Merrill Lynch for 11 years before joining J.P. Morgan in 2026. Ivan holds a Series 66 designation and is based in Torrance, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Alexander Piper is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at firms such as Northwestern Mutual, Primerica Financial Services, and Globe Life. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm implements an ESG eligibility framework and provides non-discretionary advice through a specialized team of Wealth Advisors.