Cypress, CA 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
10011 Valley View St
Cypress CA 90630
Advisors at this office
3
Advisors at this office
Miguel S
Series 66
Cypress, CA
J.P. Morgan Securities
Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.
Darren C
CFP®, Series 66
Cypress, CA
J.P. Morgan Securities
Darren Chia is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to that, he worked at Chase Investment Services Corp. from 2009 to 2012. Outside of his advisory role, he is a silent investor and owner/partner in a restaurant called Our Nest. 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 and fund searches, and customized performance reporting through a non-discretionary program.
Trevor P
Series 63, Series 66
Cypress, CA
J.P. Morgan Securities
Trevor Pitzak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. His career has been entirely with JPMorgan Chase entities since 2012. 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 and fund searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates both quantitative and qualitative research within a non-discretionary framework.
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