New York, NY 230 Park Avenue South Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
230 Park Avenue South
New York NY 10003
Advisors at this office
6
Advisors at this office
Francesco M
Series 66, Series 63
New York, NY
J.P. Morgan Securities
Francesco Musio Aguilar 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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.
Kreshnik B
CFP®, ChFC®, Series 63, Series 66
New York, NY
J.P. Morgan Securities
Kreshnik Berisha is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held roles at JPMorgan Chase Bank, N.A. since 2011. From 2020 to 2022, he was involved with 2567 Morgan Ave, LLC. 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 a centralized manager solutions team and includes broader derivatives and commodities capabilities.
Matthew F
Series 66, Series 63
New York, NY
J.P. Morgan Securities
Matthew Ferrando is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.
Robert P
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Robert Perez is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Outside of finance, he has experience in the hospitality sector, including working at The Sandbar Ocean Beach and Hometown Cafe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and both quantitative and qualitative research.
John T
Series 66
New York, NY
J.P. Morgan Securities
John Theo is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following positions at Chase Investment Services Corp. and Merrill. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation support from affiliated investment-management entities.
Marc F
Series 66
New York, NY
J.P. Morgan Securities
Marc Ferro is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, following prior roles at Wells Fargo Clearing and HSBC Securities. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research with forward-looking market assumptions to build model asset allocations.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)