Bothell, WA Bothell Way NE Office

Toryalai Kakar is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, and Fidelity. 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, distribution, and investment management capabilities.

Chung Suen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at Edward Jones and JPMorgan Chase Bank, N.A. He has held several positions outside of finance, including work in public safety and hospitality. 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 applying an ESG eligibility framework in its investment recommendations.

James Kim is a financial advisor with J.P. Morgan Securities in Bothell, WA, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior roles include positions at Raymond James, Mainspring Wealth Advisors, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he assists with documentation and translation for his wife's business, TYK Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling combined with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Traci Underhill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within J.P. Morgan entities since 2020, as well as experience in mortgage services from 2016 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.