Chino Hills, CA Peyton Dr. 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
13011 Peyton Dr.
Chino Hills CA 91709
Advisors at this office
4
Advisors at this office
Blessing R
Series 63, Series 66
Chino Hills, CA
J.P. Morgan Securities
Blessing Rodriguez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.
Lulu L
Series 66, Series 63
Chino Hills, CA
J.P. Morgan Securities
Lulu Lo is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and previously spent seven years with KinFine USA, Inc. and time at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.
Kinley Y
Series 63, Series 66
Chino Hills, CA
J.P. Morgan Securities
Kinley Yann is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2025, Yann worked at Massachusetts Mutual Life Insurance Co., Mass Mutual Investors Services, Six Sigma Leadership Corp., Transamerica Financial Advisors, and World Financial Group. 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 non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.
Chunyi L
ChFC®, Series 66
Chino Hills, CA
J.P. Morgan Securities
Chunyi Lei is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining J.P. Morgan Securities in 2016, she worked at Merrill and MSI Financial Services, Inc. She is also involved with AJ4properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include an ESG eligibility framework.
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