Delray Beach, FL W Atlantic Ave 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
4899 W Atlantic Ave
Delray Beach FL 33445
Advisors at this office
3
Advisors at this office
John T
Series 66
Delray Beach, FL
J.P. Morgan Securities
John Taveira is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held positions at PNC Bank, PNC Investments, VOYA Financial Advisors, and Money Concepts Capital Corp. Outside of finance, he was involved with We Speak Portuguese from 2012 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and includes ESG considerations.
Ivon G
Series 66
Delray Beach, FL
J.P. Morgan Securities
Ivon Galaini is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has worked with J.P. Morgan Securities since 2019, alongside a longer tenure at JPMorgan Chase Bank, N.A. beginning in 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with both quantitative and qualitative analysis and may include ESG criteria in its recommendations.
Jonathan G
Series 66
Delray Beach, FL
J.P. Morgan Securities
Jonathan Gervais is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team, incorporating an ESG eligibility framework and broader derivatives capabilities.
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