Clayton, MO Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,634 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Expertise

Wealth management

Based on J.P. Morgan Securities

Occupation focus

Executive Founder/Business Owner

Based on J.P. Morgan Securities

Location

7700 Forsyth Blvd Ste 1200, Floor 12

Clayton MO 63105

Advisors at this office

34

Advisors at this office

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Michael C

Series 63, Series 65

Clayton, MO

J.P. Morgan Securities

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Wealth management Executive Founder/Business Owner
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Amir S

Series 63, Series 65

Clayton, MO

J.P. Morgan Securities

Amir Saffari is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at CitiGroup. Outside of his advisory role, he coaches Padel Tennis and Pickleball in the St. Louis area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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James A

CFP®, Series 66

Clayton, MO

J.P. Morgan Securities

James Alberts II is a CFP®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at UBS. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Wealth management Executive Founder/Business Owner
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Matthew M

Series 65, Series 66

Clayton, MO

J.P. Morgan Securities

Matthew Mc Donald is a financial advisor with J.P. Morgan Securities in Clayton, MO. He holds the Series 65 and Series 66 designations and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked for National Planning Corporation (Cottone Wealth Management) for one year and was a student at the University of Missouri. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Dolores F

Series 66

Clayton, MO

J.P. Morgan Securities

Dolores Fain is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following a 17-year tenure at UBS Financial Services. 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 select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Harrison I

Series 65, Series 66

Clayton, MO

J.P. Morgan Securities

Harrison Ivie is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Anderson Hoagland & Company and St. Louis Trust & Family Office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Emmet S

Series 66

Clayton, MO

J.P. Morgan Securities

Emmet Smith is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked for Butcher Joseph & Co for 12 years. Outside of his advisory role, he is the sole member of AFC - Vigilant Gear, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Wealth management Executive Founder/Business Owner
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Lauren D

Series 66

Clayton, MO

J.P. Morgan Securities

Lauren Dyer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services LLC. Lauren is based in Clayton, MO. 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 select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Wealth management Executive Founder/Business Owner
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Sarah K

Series 66

Clayton, MO

J.P. Morgan Securities

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Before joining J.P. Morgan, she served in the U.S. Navy for several years and worked at Amazon.com and Wine Com Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Pamela C

Series 66

Clayton, MO

J.P. Morgan Securities

Pamela Capps is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at UBS Financial Services and Morgan Stanley. Since 2019, she has also been employed by JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services with a focus on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Edward N

Series 66

Clayton, MO

J.P. Morgan Securities

Edward Nix is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Northern Trust and several organizations in the St. Louis area prior to joining J.P. Morgan. J.P. Morgan Securities 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Blake E

Series 63, Series 65

Clayton, MO

J.P. Morgan Securities

Blake Emerson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with J.P. Morgan since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit providing paid work experiences and training for young people in the St. Louis area. J.P. Morgan Securities LLC delivers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering a comprehensive range of investment services.

Wealth management Executive Founder/Business Owner
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James B

Series 63, Series 65

Clayton, MO

J.P. Morgan Securities

James Becker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He worked at UBS Financial Services for 35 years before joining JPMorgan in 2019. Becker manages a rental property as a side business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Merritt M

Series 63, Series 66

Clayton, MO

J.P. Morgan Securities

Merritt Mamroth is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, Mamroth worked at Sustainable Equity and has owned Triumph Financial Services since 2001, where he raises debt for clients. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, applying a quantitative asset-allocation approach combined with internal due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar

Jared W

Series 66

Clayton, MO

J.P. Morgan Securities

Jared Woods 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 Invictus Group and Guardian Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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