Newport Beach, CA 551 Newport Center Dr Office

Christopher Kelly is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and has been with Wm Financial Services, Inc. since 2000. 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 within a non-discretionary program supported by centralized due diligence and a systematic research process.

Blake Lenk is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley/Smith Barney LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, CliftonLarsonAllen Wealth Advisors, and Clifton Larson Allen LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities.

Belinda Kouche is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she is an owner and partner of K & K Charcuterie, a catering business specializing in charcuterie spreads for special events. 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, with clients retaining final decision-making authority.

Shrenik Shah is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles since 2010. Outside of finance, he is a silent partner and owner in a bakery and café business. 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’s advisory process combines quantitative and qualitative research with a forward-looking approach and includes capabilities in derivatives and commodities.

Sarah Leonard is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and XL Global Services. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes a broader derivatives and commodities capability.

Leonard Whitehorn is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His career includes multiple roles at J.P. Morgan and Wells Fargo, with ten years at JPMorgan Chase Bank. 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, supported by a centralized due diligence process and a range of affiliated portfolio services.

Roy Leonard is a CFP®-credentialed financial advisor with J.P. Morgan Securities, bringing 37 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following earlier roles at Merrill, Wamu Investments, Inc., and Chase Investment Services Corp. Outside of his advisory role, Leonard is involved in operating a dog boarding and daycare business run by his family. 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 that combines quantitative and qualitative research.

Justin Leonard is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and totaling two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank and academic positions at the University of Oregon and University of Southern California. He has also been involved with Home Free Animal Rescue. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Timothy Cline is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and is a partial owner of Aero Bar, Inc., a family-owned business. 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 selection, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility considerations.

Tyler Meeken is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Morgan Stanley. 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’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its model asset allocations.

Robert Crowell is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and 12 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and previously worked at Ameriprise for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Nick Hogg is a financial advisor at J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Morgan Stanley and Long Beach State Athletics. 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.

Bryan Koy is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, with prior roles at Wells Fargo Clearing and Diversifive, 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’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG criteria and broad derivatives capabilities.

Garrett Schaeffer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Zachary Roberts is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2018, and was involved with Liver Shot Publishing from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and incorporates a range of investment strategies, including ESG considerations, with clients retaining final decision-making authority.