Montrose, CA 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
2314 Honolulu Avenue
Montrose CA 91020
Advisors at this office
4
Advisors at this office
Aaron F
Series 66
Montrose, CA
J.P. Morgan Securities
Aaron Friedman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and previously spent 13 years at TD Ameritrade in various capacities. Friedman is a passive investor in a financial services business called NorthMainLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.
Roxanna M
CFP®, Series 63, Series 66
Montrose, CA
J.P. Morgan Securities
Roxanna Martinez is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Her work history also includes a position at Chase Investment Services Corp. She is the owner of a real estate rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence combining quantitative and qualitative research.
Alexander M
Series 66, Series 63
Montrose, CA
J.P. Morgan Securities
Alexander Mineros is a financial advisor with J.P. Morgan Securities in Montrose, CA, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMC BANK NA (Southwest) since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within a broad range of eligible strategies.
Mitchell H
Series 66
Montrose, CA
J.P. Morgan Securities
Mitchell Hedlund is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, Hedlund is involved in youth sports coaching, serving as an assistant coach for the varsity men's lacrosse team at Calabasas High School and as a summer lacrosse coach at Agoura High School. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG frameworks where applicable.
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