Coppell, TX North Denton Tap Road 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
616 North Denton Tap Road
Coppell TX 75019
Advisors at this office
3
Advisors at this office
Shaliza K
Series 66
Coppell, TX
J.P. Morgan Securities
Shaliza Kara is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Mathnasium. 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 applying an ESG eligibility framework in its recommendations.
Taylor M
Series 65
Coppell, TX
J.P. Morgan Securities
Taylor Murphy is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 65 credential and has worked at firms including Fisher Investments and JPMorgan Chase Bank, N.A. Outside of his advisory role, Murphy has been involved in managing a rental property. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its investment recommendations.
Zachary H
Series 66
Coppell, TX
J.P. Morgan Securities
Zachary Holmes is a financial advisor with J.P. Morgan Securities in Coppell, TX, holding a Series 66 credential and four years of industry experience. His career includes roles at Citibank, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of finance, he co-owns an entertainment business with his wife, producing music distributed on streaming platforms. 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 applying an ESG eligibility framework when recommending investment strategies.
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