Manhattan Beach, CA N Sepulveda Blvd 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
601 N Sepulveda Blvd
Manhattan Beach CA 90266
Advisors at this office
3
Advisors at this office
Dylan K
Series 66, Series 63
Manhattan Beach, CA
J.P. Morgan Securities
Dylan King is a financial advisor at J.P. Morgan Securities in Manhattan Beach, CA, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked within various divisions of JPMorgan Chase since 2019 and has prior experience in the service industry. 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 to build model asset allocations and incorporates ESG criteria through a centralized manager solutions team.
Daniel M
Series 63, Series 66
Manhattan Beach, CA
J.P. Morgan Securities
Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in previous roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.
Jacob S
Series 66
Manhattan Beach, CA
J.P. Morgan Securities
Jacob Servin is a Series 66 licensed financial advisor with 14 years of industry experience, currently working at J.P. Morgan Securities since 2013. He is based in Manhattan Beach, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research to support its recommendations, which may include ESG considerations.
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