Pasadena, CA 860 East Colorado Boulevard Office

William Tien is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he co-owns and manages rental property. 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. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria, with implementation and portfolio services supported by affiliated entities.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2006. 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 a centralized due diligence process supporting its recommendations.

Garo Barbarian is a CFP®-designated financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. since 2009. 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 advisory approach centers on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Johnny Wong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory 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.

Tim Gottschalk is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2010. 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 searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Nalendra Perera is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2010 to 2012. 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 combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Allen Tsay is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously spent three years with Waddell & Reed. Tsay serves as a board member of Arcadia Masonic Lodge #278, where he participates in budget approval and charitable giving decisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Brian Gonzalez is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Merrill and Orange County's Credit Union. 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 incorporates centralized due diligence combining quantitative and qualitative research, and it offers unique regulatory registrations reflecting broader derivatives and commodities capabilities.

David La is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has prior experience with DTLA Capital Holdings, LLC and Fruitology Lab Inc. Outside of his advisory work, he is involved as a co-owner and landlord managing rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes ESG eligibility in its investment recommendations.

Denise Brady is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously worked at Chase Investment Services Corp., Wamu Investments, Inc., and operated Mes Amis Pasadena, LLC. 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 advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.