San Diego, CA 4th Ave Office

Raquel Fang is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with J.P. Morgan Securities and JPMC Bank NA (Southwest) since 2016. Outside of her advisory role, she has experience as a mobile notary and has worked with the Privilege/Momentum Talent Agency. 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 integrates quantitative and qualitative research with an ESG eligibility framework and offers unique regulatory registrations and derivatives capabilities.

Usman Ahmed is a financial advisor at J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012 and previously worked at DoorDash from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment entities.

Sandy Bayne is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at First Republic Investment Management and U.S. Bancorp Advisors. Outside of her advisory role, she holds a notary position, providing document notarization services on personal time. J.P. Morgan Securities offers 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 provide written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Jose Lopez Villa is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to his finance career, he was a professional boxer for nine years. 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 combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework in its recommendations.