Kansas City, MO W 63rd St 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
115 W 63rd St
Kansas City MO 64113
Advisors at this office
2
Advisors at this office
Antwane M
Series 66, Series 63
Kansas City, MO
J.P. Morgan Securities
Antwane Maborn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. In his role, he advises clients on a broad range of financial strategies, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning, and access to banking and lending services provided by Bank of America, N.A. His client base includes entrepreneurs, C-level executives, entertainers, and foundations. Antwane is also a Senior Portfolio Advisor, offering customized investment strategies and managing portfolios within the firm's Investment Advisory Program on a discretionary basis. Antwane joined Merrill Lynch Wealth Management in 2015, bringing prior experience as a Financial Advisor at Morgan Stanley and JP Morgan. Before transitioning to wealth management, he served as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds several professional designations including Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). His educational background includes studies at Long Island University and an accredited certificate program from Capella University. Antwane lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, swimming, tennis, traveling, and spending time with his family.
Chad H
Series 66
Kansas City, MO
J.P. Morgan Securities
Chad Hamatto is a financial advisor at J.P. Morgan Securities with two years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
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