San Francisco, CA W. Portal Ave Office

Anthony Rojo is a Series 66-registered advisor with J.P. Morgan Securities, based in San Francisco, CA. He has 18 years of industry experience, including roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. From 2011 to 2017, he was involved with Anthony Rojo Creative, an entrepreneurial venture outside of finance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Wai Ip Chan is a financial advisor with J.P. Morgan Securities in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Chan worked at Merrill and Cetera, among other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Igor Pleshchuk is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Gabriel Deluna is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 designations with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been associated with JPMC BANK NA (Southwest) since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Kevin Brereton is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011, as well as one year at Turo Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steve Sakamoto is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. His prior experience includes roles at U.S. Bancorp Advisors and Wells Fargo Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis through a select group of Wealth Advisors.