Greenwich, CT 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
Greenwich CT
Advisors at this office
2
Advisors at this office
Benjamin R
CFP®, Series 66
Greenwich, CT
J.P. Morgan Securities
Benjamin Reiser is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Greenwich, CT, and has three years of industry experience. He also serves as a Strategic Consultant for PickleStar Theatricals, a multigenerational producing group focused on theatrical productions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.
David R
Series 63, Series 65
Greenwich, CT
J.P. Morgan Securities
David Reiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining J.P. Morgan in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the co-author of two books published by John Wiley & Sons, including "Letters from Home" (2010), which supports finding a cure for breast cancer and ending child hunger. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
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