Mandeville, LA 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
3500 Hwy 190
Mandeville LA 70471
Advisors at this office
11
Advisors at this office
Jeremy W
Series 66
Mandeville, LA
J.P. Morgan Securities
Jeremy Witt is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at various divisions of JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.
Anthony B
Series 66
Mandeville, LA
J.P. Morgan Securities
Anthony Bonura is a financial advisor with J.P. Morgan Securities in Mandeville, LA, holding a Series 66 designation and 13 years of industry experience. He has worked multiple roles within J.P. Morgan Securities since 2013 and is also involved in land cleanup through Pioneer Land Solutions LLC. Outside of finance, he has operated a seafood and catering business for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.
Paul A
CFP®, Series 63, Series 66
Mandeville, LA
J.P. Morgan Securities
Paul Avegno is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Caballero Casting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.
Ashley T
Series 66
Mandeville, LA
J.P. Morgan Securities
Ashley Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Mandeville, Louisiana. She has 11 years of industry experience, all with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Heath M
Series 63, Series 66
Mandeville, LA
J.P. Morgan Securities
Heath Mendoza is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 certifications. Mendoza's work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northwestern Mutual Wealth Management Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.
Daniel L
Series 66
Mandeville, LA
J.P. Morgan Securities
Daniel Ledet II is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Services LLC, Regions Investment Solutions/Regions Bank, Brighthouse Financial, and Transamerica Capital Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
Chase A
Series 66
Mandeville, LA
J.P. Morgan Securities
Chase Appe is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Enterprise Mobility and Lavish Country and attended Louisiana State University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.
Raymond G
Series 66
Mandeville, LA
J.P. Morgan Securities
Raymond Guffey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following his tenure at JPMorgan Chase Bank, N.A. beginning in 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.
Clarice B
Series 63, Series 66
Mandeville, LA
J.P. Morgan Securities
Clarice Bourgeois is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JP Morgan Securities LLC since 2015, also working with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.
Jason A
CFP®, Series 66
Mandeville, LA
J.P. Morgan Securities
Jason Appe is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.
Beth J
CFP®, Series 63, Series 66
Mandeville, LA
J.P. Morgan Securities
Beth Julian is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has been with J.P. Morgan since 2012 and also co-owns a travel franchise, where she acts as a consultant and travel agent. Prior to her current roles, she was involved in event planning with Parties and Events by RB. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
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