Bellevue, WA 156th Avenue NE Office
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J.P. Morgan Securities
Institution
Firm-wide stats for J.P. Morgan Securities
About
J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset‑allocation advice, investment manager and fund searches, and customized performance reporting. Services are delivered by a select group of Wealth Advisors and are provided on a non‑discretionary basis, with clients retaining final decision‑making authority.
The firm’s process combines quantitative asset‑allocation modeling with centralized due diligence performed by a manager‑solutions team at a J.P. Morgan affiliate, and it applies an ESG eligibility framework when assembling investable universes and recommending Eligible Strategies. For the Program, JPMS generally charges asset‑based fees rather than fixed fees and limits recommendations to funds and strategies approved through its internal review processes.
Distinctive features include registrations and activities that are uncommon among peers: JPMS is registered as a security‑based swap dealer and as a futures commission merchant and is affiliated with swap‑dealer activities, expanding the product types it can access. The advisory business operates within the broader J.P. Morgan broker‑dealer and banking organization, commonly recommends affiliated funds and revenue‑sharing arrangements, and discloses a history of regulatory enforcement actions and settlements in its brochure.
Based on J.P. Morgan Securities
Location
1955 156th Avenue NE
Bellevue WA 98007
Advisors at this office
4
Advisors at this office
Jordan W
Series 63, Series 66
Bellevue, WA
J.P. Morgan Securities
Jordan Whipple is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Fidelity, and E*TRADE. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized performance reporting and incorporates an ESG eligibility framework in its investment recommendations.
Bolun M
Series 63, Series 65
Bellevue, WA
J.P. Morgan Securities
Bolun Ma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Merrill, Bank of America, MassMutual Financial Group, and service in the US Army Reserve. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Sam H
Series 66
Bellevue, WA
J.P. Morgan Securities
Sam Hibbert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Thrivent Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending investment strategies and offers services on a non-discretionary basis.
Jeffrey A
CFP®, Series 63, Series 66
Bellevue, WA
J.P. Morgan Securities
Jeffrey Alewine is a Certified Financial Planner® with 14 years of experience, currently serving at J.P. Morgan Securities in Bellevue, WA. He has been with JPMorgan Chase Bank N.A and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
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