Brooklyn, NY 1722 Avenue U Office

Team
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J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,410

Across 3,645 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Occupation focus

Founder/Business Owner

Based on J.P. Morgan Securities

Location

1722 Avenue U

Brooklyn NY 11229

Advisors at this office

5

Advisors at this office

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Eric L

Series 66

Brooklyn, NY

J.P. Morgan Securities

Eric Lo is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of Humble Cafe LLC, a coffee shop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a systematic investment approach.

Founder/Business Owner
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Volha K

Series 66, Series 63

Brooklyn, NY

J.P. Morgan Securities

Volha Kaliada is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Investors Bank and Baruch College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research and incorporates ESG considerations within a wide range of eligible strategies.

Founder/Business Owner
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Bryan R

Series 66

Brooklyn, NY

J.P. Morgan Securities

Bryan Roytman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. 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 process incorporates centralized due diligence and a combination of quantitative and qualitative research to develop model asset allocations.

Founder/Business Owner
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Mohamed Amine S

Series 63, Series 66

Brooklyn, NY

J.P. Morgan Securities

Mohamed Amine Saidani 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 been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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’s advisory process integrates quantitative and qualitative research to build model asset allocations, and it offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Founder/Business Owner
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Olga L

Series 66

Brooklyn, NY

J.P. Morgan Securities

Olga Lanzetta is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. She previously worked at UBS Financial Services and UBS Private Wealth Management from 2018 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations.

Founder/Business Owner
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