Cupertino, CA S. De Anza Blvd. Office

Cheryl Farley is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2020. Her prior experience includes roles at Charles Schwab and Bancwest Investment Services, Inc. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of portfolio services supported by related investment-management affiliates.

Xiaoqing Yan is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Guotai Junan Securities and PwC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through various regulatory registrations.

Xiaobei Li is a financial advisor at J.P. Morgan Securities with nine years of industry experience. They hold Series 63 and Series 66 licenses and have worked with various legal entities affiliated with J.P. Morgan since 2017. Outside of their advising role, Xiaobei Li is a partner in a property investment business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Phong Ly is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at multiple JPMorgan-affiliated entities since 2017, with prior experience at Chase from 2007 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative due diligence and includes specialized regulatory registrations that support derivatives and commodities capabilities.

Zhen Zhang is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2013. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Wansha Zhao is a financial advisor at J.P. Morgan Securities in Cupertino, CA, with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, Zhao worked at MassMutual and CreditEase Investment Consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ying Fang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and is also associated with Wm Financial Services since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes systematic due diligence and combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Vinh Tran is a financial advisor with J.P. Morgan Securities in Cupertino, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a 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.