Mineola, NY Old Country Road Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,637 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Expertise

Wealth management

Based on J.P. Morgan Securities

Occupation focus

Executive Founder/Business Owner

Based on J.P. Morgan Securities

Location

216 Old Country Road

Mineola NY 11501

Advisors at this office

29

Advisors at this office

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Joshua D

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Joshua De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Requisite Capital Management and Katerra. 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 incorporating an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Brandon F

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. 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 when recommending strategies.

Wealth management Executive Founder/Business Owner
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Christine P

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Christine Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities since 2015 and also worked at JPMorgan Chase Bank from 2011 to 2017. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program where clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Milyn B

Series 66

Mineola, NY

J.P. Morgan Securities

Milyn Bruno is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2019, Bruno held various roles across retail and service sectors, including positions at Bloomingdale's and Amazon. 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, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Kevin A

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Sybil S

Series 63, Series 65

Mineola, NY

J.P. Morgan Securities

Sybil Schaffrath is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her financial career, she serves as a Sunday School teacher for toddlers at The Congregational Church of Manhasset. 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 their recommendations.

Wealth management Executive Founder/Business Owner
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Kaitlin M

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Kaitlin Martinez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including HSBC Securities, New York Life Investment Management, and multiple roles within J.P. Morgan entities. Outside of her advisory work, she serves as the Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales and relationship development. 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 an ESG eligibility framework to guide its recommendations.

Wealth management Executive Founder/Business Owner
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Kristopher C

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Kristopher Cerciello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in e-commerce activities, listing household items for sale on platforms such as eBay and Facebook Marketplace. 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 when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Tiffany G

Series 66

Mineola, NY

J.P. Morgan Securities

Tiffany Ge is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, UBS, General Motors, and Aeropostale Inc., as well as time spent at the University of Michigan. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting using a quantitative and ESG-integrated approach.

Wealth management Executive Founder/Business Owner
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Sabrina C

Series 66

Mineola, NY

J.P. Morgan Securities

Sabrina Catapano is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and JPMorgan Chase Bank, N.A., as well as work with the University of South Carolina and the Babylon Yacht Club. She also has entrepreneurial experience managing Stacey Rose Card & Gift Shop. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of wealth advisors.

Wealth management Executive Founder/Business Owner
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John S

Series 66

Mineola, NY

J.P. Morgan Securities

John Sikula III is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he was involved with Big Apple Umpires for over a decade. 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 capabilities with brokerage and investment management functions.

Wealth management Executive Founder/Business Owner
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Kyle K

Series 66

Mineola, NY

J.P. Morgan Securities

Kyle Kochevar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Outpost Capital Partners and JPMorgan Chase Bank, N.A., as well as positions at The Player Service and his own business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Wealth management Executive Founder/Business Owner
user avatar

Angela S

Series 63, Series 66

Mineola, NY

J.P. Morgan Securities

Angela Saladino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously served at the NUS Department of State from 2012 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Wealth management Executive Founder/Business Owner
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Frank M

CFP®, ChFC®, Series 66

Mineola, NY

J.P. Morgan Securities

Frank Mastromauro III is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at FV Ventures, LLC and JPMorgan Securities LLC. 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 an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Selcuk D

Series 66

Mineola, NY

J.P. Morgan Securities

Selcuk Donmez 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, he worked at Webster Bank and has experience in marketing through his business, Donmez Marketing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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