Jersey City, NJ 575 Washington Blvd Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,634 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

575 Washington Blvd, Floor 9 & 10

Jersey City NJ 07310

Advisors at this office

31

Advisors at this office

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Joseph C

Series 66

Jersey City, NJ

J.P. Morgan Securities

Joseph Chiurazzi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and possessing 24 years of industry experience. His work history includes ten years at UBS Financial Services followed by multiple roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Frederick B

Series 66

Jersey City, NJ

J.P. Morgan Securities

Frederick Bender Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2009 to 2023. Since 2023, he has been associated with JPMorgan Securities LLC and Jpmorgan Chase Bank NA in Jersey City, NJ. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Daniel D

Series 66

Jersey City, NJ

J.P. Morgan Securities

Daniel Drollinger is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously spent 12 years at Hennion & Walsh, Inc. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Manuel F

CFP®, Series 66

Jersey City, NJ

J.P. Morgan Securities

Manuel Fonseca is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2012. His prior experience includes roles at Merrill and UBS Financial Services. He is also employed by JPMorgan Chase Bank, offering banking products alongside his advisory services. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Corinne Y

Series 66

Jersey City, NJ

J.P. Morgan Securities

Corinne Yeates is a Series 66-registered advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2015. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Fabian B

Series 63, Series 66

Jersey City, NJ

J.P. Morgan Securities

Fabian Bardales is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citi Private Bank and Merrill Lynch. Bardales is based in Jersey City, NJ. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative, ESG-integrated process supported by centralized due diligence.

Wealth management Executive Founder/Business Owner
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Christopher V

Series 66

Jersey City, NJ

J.P. Morgan Securities

Christopher Vitale is a financial advisor with J.P. Morgan Securities in Jersey City, NJ, holding a Series 66 credential and 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. In addition to his advisory role, he is employed by JPMorgan Bank, which enables him to offer certain banking products and services, including deposit and credit products. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David F

Series 63, Series 66

Jersey City, NJ

J.P. Morgan Securities

David Frascarelli is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates 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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Benedict O

Series 66

Jersey City, NJ

J.P. Morgan Securities

Benedict Obaze is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Alliance Bernstein, SEI Investments, and Merrill. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Emily B

Series 66

Jersey City, NJ

J.P. Morgan Securities

Emily Balasic is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at Merrill and Edelman, Ueg prior to her current role. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing non-discretionary investment consulting and advisory services that include asset-allocation advice and customized performance reporting.

Wealth management Executive Founder/Business Owner
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Rachel B

Series 66

Jersey City, NJ

J.P. Morgan Securities

Rachel Bascone is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, ETRADE Securities, Raymond James, and Affinity Federal Credit Union. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Bryan L

CFP®, Series 66

Jersey City, NJ

J.P. Morgan Securities

Bryan Loew is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at TD Bank and TD Private Client Wealth. Loew’s role at JPMorgan Bank allows him to offer a range of banking products and services alongside his advisory duties. 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.

Wealth management Executive Founder/Business Owner
user avatar

Jonathan R

Series 66

Jersey City, NJ

J.P. Morgan Securities

Jonathan Ruth is a Series 66 licensed advisor at J.P. Morgan Securities with four years of industry experience. He has held prior roles at firms including Pacific Select Distributors, Manhattan West Asset Management, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar

Frederick Y

Series 66

Jersey City, NJ

J.P. Morgan Securities

Frederick Younger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Rutgers University Child Health Institute and Hackensack Meridian Health. 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 due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Nicholas C

Series 66

Jersey City, NJ

J.P. Morgan Securities

Nicholas Correia is a Series 66 licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in youth soccer coaching and training, working with the Salvation Army and Ironbound Soccer Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining asset-allocation modeling and manager due diligence with an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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