Los Angeles, CA W. Manchester Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
7151 W. Manchester Blvd Fl 1
Los Angeles CA 90045
Advisors at this office
3
Advisors at this office
Gregory S
Series 66, Series 63
Los Angeles, CA
J.P. Morgan Securities
Gregory Sander is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding Series 66 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Sentinel Wealth Advisory Group Ameriprise Financial Services, Liberty One Investment Management, and Cetera Financial Group. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.
Trung L
Series 66
Los Angeles, CA
J.P. Morgan Securities
Trung Le is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo and MUFG Union Bank, among others. Outside of advising, he operates a sole proprietorship managing a short-term rental property for tourists. 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, with clients retaining final decision-making authority.
Zeeshan H
Series 66
Los Angeles, CA
J.P. Morgan Securities
Zeeshan Hasan is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Scottrade Investment Management, TD Ameritrade, Merrill, Harrisdirect LLC, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and is supported by affiliates providing implementation and portfolio services.
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