Delaware, OH North Sandusky Street 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
61 North Sandusky Street
Delaware OH 43015
Advisors at this office
3
Advisors at this office
David B
Series 66, Series 63
Delaware, OH
J.P. Morgan Securities
David Bookheimer is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, with prior experience at Bass Pro Shops, Amazon, Acceptd, and The Ohio State University. 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. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.
Nathaniel L
Series 66
Delaware, OH
J.P. Morgan Securities
Nathaniel Lehman is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Delaware, Ohio, and has 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Outside of financial services, he owns and operates an e-commerce business selling collectibles and personal items online. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
James T
Series 66
Delaware, OH
J.P. Morgan Securities
James Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan entities since 2016 in various capacities. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
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