Yorba Linda, CA 20385 Yorba Linda Blvd Office

Christopher Rouzaud is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held various roles at J.P. Morgan entities since 2012. Rouzaud holds the Series 63 and Series 66 licenses. 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 focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Tony Lan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at JP Morgan Chase Bank, MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, New York Life Insurance, and T3 Trading Group. 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 screens and qualitative research to build model asset allocations, incorporating ESG criteria and broader derivatives and commodities capabilities.

Jackie Lewis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Eric Hale is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked within various J.P. Morgan entities since 2016, including JPMorgan Chase Bank and JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG factors and leveraging broader derivatives and commodities capabilities.

Konstantinos Gregory is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial, Manulife Investment Management, John Hancock Investment Management, and Wells Fargo Investments. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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. Their advisory process is supported by centralized due diligence, combining quantitative screens and qualitative research to build model asset allocations that may incorporate an ESG eligibility framework.