Metairie, LA 3783 Veterans Blvd 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
3783 Veterans Blvd
Metairie LA 70002
Advisors at this office
4
Advisors at this office
Charles A
Series 66
Metairie, LA
J.P. Morgan Securities
Charles Aubert III is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and having 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, following earlier roles at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.
Rob G
Series 65, Series 66
Metairie, LA
J.P. Morgan Securities
Rob Graham is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include five years at Edward Jones and three years with Valic Annuity Life Insurance Company. J.P. Morgan Securities LLC 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.
Wayne M
Series 66
Metairie, LA
J.P. Morgan Securities
Wayne Marshall is a financial advisor with J.P. Morgan Securities in Metairie, LA, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.
Kevin R
Series 63, Series 65, Series 66
Metairie, LA
J.P. Morgan Securities
Kevin Reugger is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Salomon Smith Barney Inc. alongside his ongoing roles at Jpmorgan Chase Bank, N.A. Outside of his advisory work, he is also involved in managing rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select team of Wealth Advisors.
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