La Jolla, CA Villa La Jolla Drive 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
8807 Villa La Jolla Drive
La Jolla CA 92037
Advisors at this office
5
Advisors at this office
Robert B
Series 63, Series 66
La Jolla, CA
J.P. Morgan Securities
Robert Brisbane is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.
Bruce L
Series 63, Series 66
La Jolla, CA
J.P. Morgan Securities
Bruce Lutomski II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating both quantitative and qualitative research.
Julian B
Series 63, Series 66
La Jolla, CA
J.P. Morgan Securities
Julian Bartolomei is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2013, except for a one-year period at Morgan Stanley from 2014 to 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized manager solutions team.
Carson B
Series 66
La Jolla, CA
J.P. Morgan Securities
Carson Butts is a Series 66 licensed financial advisor with J.P. Morgan Securities in La Jolla, CA. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his career included roles at WestPac Wealth Partners, MicroAge, Vanta, Insight Enterprises, H-E-B, and UPS. 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. The firm’s advisory process integrates quantitative and qualitative research and includes access to derivatives and commodities capabilities.
Mehvish K
Series 66, Series 63
La Jolla, CA
J.P. Morgan Securities
Mehvish Khan is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 66 and Series 63 licenses with 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. From 2013 to 2019, she operated a separate business, La Jolla Galaxy Limousine. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative manager research and incorporates ESG criteria within its recommendations, with broader derivatives and commodities capabilities distinguishing its services.
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