Granbury, TX 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
1051 East Highway 377
Granbury TX 76048
Advisors at this office
3
Advisors at this office
Damon E
Series 66
Granbury, TX
J.P. Morgan Securities
Damon Elvington is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2019. Prior to his current role, he held various positions including at General Nutrition Center and Texas A&M University-Corpus Christi. 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. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.
Mariah G
Series 66
Granbury, TX
J.P. Morgan Securities
Mariah Griffith is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has held prior roles at Equitable Advisors, Orexo US, and other firms. Outside of her financial advisory work, she teaches Reiki classes focused on holistic healing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by quantitative and qualitative research.
Dustin P
Series 66
Granbury, TX
J.P. Morgan Securities
Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes roles at JPMorgan Chase Bank and managing his own insurance agency. He has also been involved in entrepreneurial ventures outside of finance, including Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility within their investment recommendations.
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