Grand Rapids, MI Kalamazoo Ave. S.E. 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
6261 Kalamazoo Ave. S.E.
Grand Rapids MI 49508
Advisors at this office
3
Advisors at this office
David V
Series 66
Grand Rapids, MI
J.P. Morgan Securities
David Van Der Klok is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory role, he owns a storage rental business in Mecosta, Michigan. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting primarily to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.
Davis M
Series 66
Grand Rapids, MI
J.P. Morgan Securities
Davis Murphy is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and has experience in various roles across multiple industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis, combining centralized due diligence with access to a broad range of investment products.
Ailine F
Series 65, Series 63
Grand Rapids, MI
J.P. Morgan Securities
Ailine Flores is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A. and Transformed Trucking LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.
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