Elizabethtown, KY 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
1200 North Dixie Hwy
Elizabethtown KY 42701
Advisors at this office
3
Advisors at this office
Leslie A
Series 63, Series 66
Elizabethtown, KY
J.P. Morgan Securities
Leslie Adams is a financial advisor with J.P. Morgan Securities in Elizabethtown, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, she is co-owner of Mister DJ Sound, Inc., an entertainment business providing sound and lighting for concerts and events. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory model.
Quenton F
Series 66
Elizabethtown, KY
J.P. Morgan Securities
Quenton Ford is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thrivent Financial, Taylor County Bank, and Campbellsville University. He has also been involved with community organizations such as Broadway United Methodist Church and WKU Wesley Foundation. 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.
Patricia G
Series 63, Series 65, Series 66
Elizabethtown, KY
J.P. Morgan Securities
Patricia Gilland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has eight years at JPMorgan Chase Bank, N.A. Outside of finance, she co-owns Gilland's German Shepherds, a business focused on breeding and training German Shepherds for obedience and service animal certification. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.
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