Los Angeles, CA 2029 Century Park E Floor 39 Office

Jung Min Yu is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Yu worked at Bank of America, N.A. for 15 years and Merrill for 30 years. Outside of advisory work, Yu is involved in managing several rental property ventures as a co-owner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses 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, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

John Mcnamee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His prior roles include positions at Merrill, Bank of America, First Republic Securities, and JPMorgan Chase Bank. He serves as a director and investment committee member for the Catholic Community Foundation of Los Angeles, a nonprofit organization focused on social and economic change within local communities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG considerations.

Joseph Lally is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

George Jl Li is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Pacific Advisors and Park Avenue Securities among other firms. Outside of finance, he is a part-time associate at In-N-Out Burger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations that may include ESG considerations and broader derivatives and commodities capabilities.

Luke Quanbeck is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and LPL Financial LLC. Outside of finance, he was involved with the Associated Students of Madison - Food Recovery Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG criteria.

Tracy Pulvers is a financial advisor at J.P. Morgan Securities with 60 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several major firms, including RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. Since 2021, she has been employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside her advisory services. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Ronald Munman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at J.P. Morgan Securities since 2008, JPMorgan Chase Bank, N.A. since 2010, and Citigroup Global Markets from 2002 to 2007. He is concurrently employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting 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’s advisory process is supported by centralized due diligence and incorporates a forward-looking approach to asset allocation, including ESG considerations.

Robert Lovitt is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously spent 25 years at UBS Financial Services before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with forward-looking capital market assumptions, offering a program that includes broader derivatives and commodities capabilities.

Theodore Fisher is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms including Ameriprise, UBS Financial Services, and Morgan Stanley. Since 2016, he has been employed with both JPMorgan Securities and JPMorgan Bank, offering access to a broad range of banking products and services in addition to investment advisory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses 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.

Sherod Hanson is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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 combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Sean Sagaz is a Series 66-registered financial advisor with J.P. Morgan Securities in Los Angeles, California, where he has worked for 11 years. His career includes concurrent employment with JPMorgan Chase Bank NA, enabling him to offer a range of banking products alongside advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses both quantitative and qualitative research to support its recommendations and incorporates derivatives and commodities capabilities uncommon among peers.

Kristi Curran is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of her advisory career, she is the sole proprietor of Tailormade Chocolates, a business she has operated since 2015, producing and selling chocolate candies online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, forward-looking capital market assumptions, and an ESG eligibility framework, with implementation support from affiliated investment management entities.

Daniel Chang is a CFP® and CFA® with 14 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023, following eight years at First Republic Investment Management, Inc. and Credit Suisse Securities (USA) LLC. He also serves as a trustee for a relative’s trust account. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, with implementation support from affiliated firms.

Mika Cogdill is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan 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, with clients retaining final decision-making authority.

Tracey Gluck is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. She serves as a board member of the UCLA Health System. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions, and it offers broader derivatives and commodities capabilities through various regulatory registrations and affiliated services.