Huntington Station, NY 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
55 W. Jericho Turnpkie
Huntington Station NY 11746
Advisors at this office
4
Advisors at this office
Michael W
Series 63
Huntington Station, NY
J.P. Morgan Securities
Michael Walsh is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and possessing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1994. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program. Their process combines quantitative and qualitative research, incorporating ESG frameworks, and offers broader derivatives and commodities capabilities.
Mustafa Y
Series 66
Huntington Station, NY
J.P. Morgan Securities
Mustafa Yaqubie is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and may incorporate ESG considerations.
Marc S
Series 63, Series 66
Huntington Station, NY
J.P. Morgan Securities
Marc Selanikio is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for seven years at David Lerner Associates. Prior to his financial career, he operated Pack and Ship Port Washington, Inc. for three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.
Edward Z
Series 63, Series 65
Huntington Station, NY
J.P. Morgan Securities
Edward Zbytniewski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he performs locally as a musician in two bands. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.
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