Manhattan Beach, CA N Sepulveda Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,280 advisors across 3,607 offices
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 with J.P. Morgan Securities based in Manhattan Beach, CA, holding Series 66 and Series 63 credentials and three years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside the financial sector, he has experience at FirstMed Ambulance Services Inc and In-n-Out. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
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 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., and Wells Fargo Clearing Services, Inc. among others. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.
Jacob S
Series 66
Manhattan Beach, CA
J.P. Morgan Securities
Jacob Servin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")