Walnut Creek, CA S. Main Street Office

Techen Hwang is a financial advisor with J.P. Morgan Securities based in Walnut Creek, CA. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. Prior to his current role, he has been with JPMorgan Chase Bank, N.A. since 2011. 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 combines quantitative and qualitative research through a centralized manager solutions team and offers broader derivatives and commodities capabilities.

Janna Magdaleno is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. Her background includes roles at Morgan Stanley Wealth Management, Bank of America Merrill Lynch, and Merrill. Outside of her advisory work, she is involved with Terra Nova Trading Inc. and TNT Land Holdings LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Cecilia Swain is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC since 2012, following two years at Chase Investment Services Corp. and one year at JPMorgan Chase Bank, N.A. 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, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Jakub Urban is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with prior roles at Banc of America Investment Services, Wells Fargo Investments, Piper Sandler & Co., Wells Fargo Clearing, and Prudential Equity Group. 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 within a non-discretionary program framework.

Donald Daniels is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Aili Hua is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, Bank of America, and Merrill. Outside of finance, she was involved with Niji Restaurant for 25 years. 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. The firm's advisory process uses centralized due diligence and combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Rico Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2012, including roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to build model portfolios, incorporating an ESG framework and offering broader derivatives and commodities capabilities.

Jely Lorenzo is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining J.P. Morgan Securities, Lorenzo worked at JPMorgan Chase Bank, N.A. and Bank of America. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Theodore Tellefsen is a financial advisor at J.P. Morgan Securities with 26 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 2019. Prior to that, he was employed at Lincoln Financial Advisors Corporation from 2014 to 2018. 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 is supported by centralized due diligence and incorporates both quantitative and qualitative research.

Jordan Taylor is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2014 alongside his tenure at J.P. Morgan Securities beginning in 2012. 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative screens and qualitative research with forward-looking capital market assumptions.