Marina Del Rey, CA Admiralty Way 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
2
Of 14,280 advisors across 3,608 offices
Location
4676 Admiralty Way, Ste 100
Marina Del Rey CA 90292
Advisors at this office
2
Advisors at this office
Christopher M
Series 66
Marina Del Rey, CA
J.P. Morgan Securities
Christopher Mc Bee is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Newmark Knight Frank prior to joining J.P. Morgan. Mc Bee is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain banking products alongside securities services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.
Jacob B
Series 66
Marina Del Rey, CA
J.P. Morgan Securities
Jacob Berger is a financial advisor with J.P. Morgan Securities in Marina Del Rey, CA, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in real estate with Coldwell Banker Realty and has been employed as a statistician for the Los Angeles Sparks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
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")