Jacksonville, FL 7255 Baymeadows Way Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,637 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Expertise

Wealth management

Based on J.P. Morgan Securities

Occupation focus

Executive Founder/Business Owner

Based on J.P. Morgan Securities

Location

7255 Baymeadows Way, Floor 3

Jacksonville FL 32256

Advisors at this office

59

Advisors at this office

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Gabriela C

Series 66

Jacksonville, FL

J.P. Morgan Securities

Gabriela Calderin is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Jacksonville, FL, with seven years of industry experience. She has worked across various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Kristine W

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Kristine Walker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity and VyStar Credit Union. Currently based in Jacksonville, FL, she has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Jesse E

Series 66

Jacksonville, FL

J.P. Morgan Securities

Jesse Estrada is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Strategic Advisers LLC. He is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Glenia C

Series 66

Jacksonville, FL

J.P. Morgan Securities

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Kristine A

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Kristine Albano Santorelli is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Barclays Capital Inc., Lehman Brothers Inc., and Robertson Stephens, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Sydney K

Series 66

Jacksonville, FL

J.P. Morgan Securities

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Wealth management Executive Founder/Business Owner
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Joseph H

Series 66

Jacksonville, FL

J.P. Morgan Securities

Joseph Hannigan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is a sports official with Mark Kedziora, an activity he has been involved with since 2000. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Kristin N

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Kristin Nourse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2018. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Wealth management Executive Founder/Business Owner
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Jason R

Series 63, Series 65

Jacksonville, FL

J.P. Morgan Securities

Jason Rhodes is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Reditus Labs and JPMORGAN Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Edugie E

Series 66

Jacksonville, FL

J.P. Morgan Securities

Edugie Ekuase is a Series 66 licensed financial advisor with J.P. Morgan Securities in Jacksonville, FL, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Thrivent Investment Management. Outside of his advisory role, he has tutored finance and science courses through Varsity Tutors. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Tim M

Series 66

Jacksonville, FL

J.P. Morgan Securities

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Antonio K

Series 66

Jacksonville, FL

J.P. Morgan Securities

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Wealth management Executive Founder/Business Owner
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Timothy G

Series 66

Jacksonville, FL

J.P. Morgan Securities

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
user avatar

Phillip B

Series 66

Jacksonville, FL

J.P. Morgan Securities

Phillip Brunson is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Hub Retirement & Wealth Management and Ameriprise Financial. He also provides administrative support to independent advisory firms such as Global Retirement Partners. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar

Jesus U

Series 63, Series 66

Jacksonville, FL

J.P. Morgan Securities

Jesus Urieta Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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