Arcadia, CA West Huntington Drive Office

Shuru Han is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked in various roles at JPMorgan Chase Bank and Cathay Bank. Outside of financial services, she owns two charcuterie businesses, Woof and Whisk and Shuruterie, both focused on creating curated food offerings. 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 applying an ESG eligibility framework in its recommendations.

Jiaoling Cai is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has worked at JP Morgan Chase Bank and JP Morgan Securities since 2019 and previously held roles at Unionbanc Investment Services and MUFG Union Bank from 2016 to 2019. Cai holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, with client decision-making authority retained.

Ce Shi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Bank of America and JPMorgan Chase Bank. Outside of his advisory role, Ce Shi is involved as an owner and partner in a commercial real estate holding company and assists in managing the accounts for a tax services firm operated by his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alexander Ling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan since 2019 and previously spent eight years at Mtel Wireless. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carlos Tseng is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. He has been with J.P. Morgan Securities since 2017. 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 in its investment recommendations.