Khanh Nguyen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMC BANK NA, Nguyen held roles at Bank of America and has experience working in the food service industry. J.P. Morgan Securities LLC 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 to support its recommendations.

Julia Ngo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, N.A./Merrill Lynch and First Command. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Triet Huynh is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at JP Morgan Chase Bank and JP Morgan Securities LLC since 2014. Huynh holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.