Long Island City, NY Jackson Ave 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
1051 Jackson Ave, Floor 02
Long Island City NY 11101
Advisors at this office
3
Advisors at this office
Giovanni B
CFP®, Series 66
Long Island City, NY
J.P. Morgan Securities
Giovanni Beneduci is a CFP® with three years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Equitable Advisors, LLC and Southern New Hampshire University. Outside of finance, he has been involved with FoodStruck and Takumen LLC. 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 and qualitative research and incorporates ESG criteria within its eligible investment strategies.
Aromi Y
Series 63, Series 66
Long Island City, NY
J.P. Morgan Securities
Aromi Yook is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan in 2019, Yook worked at Beacon Hill Staffing Group and has been involved in educational and caregiving roles, including tutoring in a college prep program for immigrants and providing part-time care for family members. J.P. Morgan Securities offers 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 program incorporates centralized due diligence and quantitative and qualitative research to develop model asset allocations, sometimes using ESG criteria, with implementation supported by related J.P. Morgan entities.
Gurjit A
Series 63, Series 66
Long Island City, NY
J.P. Morgan Securities
Gurjit Atwal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and 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 non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.
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