Oakland, CA 5114 Broadway Office

Ryan Leonard is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience in automotive sales. 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 searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and may include ESG considerations.

Yudith Macedo Jimenez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at institutions including JPMorgan Chase Bank, Quontic Bank, Better Mortgage, and Chase Bank. 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 firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Leon Worthy is a financial advisor with J.P. Morgan Securities in Oakland, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within a program supported by affiliated implementation services.

Siulieng Chea Jerez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. His prior roles include positions at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks, with a range of implementation and portfolio services provided by affiliated entities.

Jeff Loventhal is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds a Series 63 designation and has worked with various entities within the J.P. Morgan organization since 2006, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program offers non-discretionary, written asset allocation advice and customized performance reporting, supported by centralized due diligence and a comprehensive investment manager search process.

Ann Chen is a financial advisor at J.P. Morgan Securities in Oakland, CA, with seven years of industry experience. She holds Series 63 and Series 66 registrations and has worked at several firms including JPMorgan Chase Bank, Charles Schwab, Fremont Bank, New York Life Insurance, and Massachusetts Mutual Life Insurance. 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 searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader capabilities in derivatives and commodities.

Douglas Nisen is a Series 66-licensed financial advisor with 17 years of industry experience. He is affiliated with J.P. Morgan Securities in Oakland, CA, where he has worked since 2012, including prior roles at Chase Investment Services Corp. and Waddell & Reed. 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 deliver customized asset allocation advice, investment manager selection, and performance reporting.