Austin, TX S Congress Ave Office
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J.P. Morgan Securities
Institution
Firm-wide stats for J.P. Morgan Securities
About
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 Program is non‑discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Clients retain final decision‑making authority, and participation in the Program is subject to a minimum Portfolio size as set out in the Client Agreement.
JPMS’ advisory process is supported by centralized due diligence performed by a manager solutions team, combining systematic quantitative screens and qualitative research and using forward‑looking capital market assumptions to build model asset allocations. Recommendations are limited to Eligible Strategies and may incorporate an ESG eligibility framework; implementation and certain portfolio services are provided by affiliates, including J.P. Morgan Wealth Management Solutions and related investment‑management entities.
Compared with many institutional advisory programs, JPMS maintains less common regulatory registrations and affiliations — including registration as a futures commission merchant and as a security‑based swap dealer and relationships with swap dealer affiliates — reflecting broader derivatives and commodities capabilities. The Program uses percentage‑of‑AUM billing rather than fixed fees, may recommend affiliated funds, and its Brochure discloses multiple prior regulatory enforcement matters involving the firm and its affiliates.
Based on J.P. Morgan Securities
Location
1811 S Congress Ave
Austin TX 78704
Advisors at this office
4
Advisors at this office
Matt W
Series 66
Austin, TX
J.P. Morgan Securities
Matt Williamson is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at UBS Financial Services and Blacklight Pictures before joining J.P. Morgan, where he has been since 2012. 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 program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.
Matthew S
Series 65, Series 63
Austin, TX
J.P. Morgan Securities
Matthew Stephens is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. 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 approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making in a non-discretionary program.
Joseph W
Series 66
Austin, TX
J.P. Morgan Securities
Joseph Wallace is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Financial Life Insurance, Cedar Fair, LP, and Walt Disney World. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to develop model asset allocations.
Zachary G
Series 66
Austin, TX
J.P. Morgan Securities
Zachary Gordon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wind Energy Transmission Texas, and Transwestern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.
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