La Jolla, CA Girard Ave Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,440

Across 3,649 offices

Clients per advisor

85 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Occupation focus

Founder/Business Owner

Based on J.P. Morgan Securities

Location

7777 Girard Ave Floor 2

La Jolla CA 92037

Advisors at this office

5

Advisors at this office

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Matthew E

CFP®, Series 63, Series 66

La Jolla, CA

J.P. Morgan Securities

Matthew Eovino is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in La Jolla, CA. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. 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 searches, and customized performance reporting within a non‑discretionary framework. Their advisory process incorporates both quantitative and qualitative research and utilizes an ESG eligibility framework as part of their investment approach.

Founder/Business Owner
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Ryan K

CFP®, Series 65, Series 63

La Jolla, CA

J.P. Morgan Securities

Ryan Kimes is a CFP®-credentialed financial advisor with six years of industry experience, currently affiliated with J.P. Morgan Securities in La Jolla, CA. His prior experience includes roles at Pure Financial, WCG Wealth Advisors, Superior Planning Inc., Sentinel Wealth Management LLC, and Freedom Equity Group. In addition to his advisory role, Kimes is also employed by JPMorgan Bank, enabling him to offer deposit and credit products. 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. The firm’s advisory process combines quantitative screens with qualitative research and includes broader derivatives and commodities capabilities.

Founder/Business Owner
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Jose Alexis O

Series 66

La Jolla, CA

J.P. Morgan Securities

Jose Alexis Olivares Nevarez is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2018 to 2021. 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. The firm combines quantitative and qualitative research in its advisory process and offers services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Founder/Business Owner
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Matt M

Series 63, Series 66

La Jolla, CA

J.P. Morgan Securities

Matt Murphy is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JP Morgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative screens and qualitative research to deliver non-discretionary written asset allocation advice and customized performance reporting.

Founder/Business Owner
user avatar

Maureen O

Series 66

La Jolla, CA

J.P. Morgan Securities

Maureen O'Donnell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and previously worked at FINRA and Wells Fargo Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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