Fort Lauderdale, FL 3801 N Federal Hwy 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
3801 N Federal Hwy
Fort Lauderdale FL 33308
Advisors at this office
3
Advisors at this office
Tonya H
Series 66
Fort Lauderdale, FL
J.P. Morgan Securities
Tonya Henry is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Financial Life Insurance Co, and American Express. Outside of finance, she has been involved with Love Intox, LLC, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.
Matthew S
Series 63, Series 65
Fort Lauderdale, FL
J.P. Morgan Securities
Matthew Schlien is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2002. 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 searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating a range of eligible strategies including ESG considerations.
Dowhene C
Series 66
Fort Lauderdale, FL
J.P. Morgan Securities
Dowhene Clunis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and joined J.P. Morgan Securities in 2026 after working at Merrill and Bank of America for eleven years. Outside of his advisory role, he is a general partner and managing member of SOFLO PROP LLC, a real estate business focused on short-term rental properties. 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 program offers non-discretionary, written asset allocation advice and manager searches, supported by centralized due diligence and a combination of quantitative and qualitative research methods.
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