New York, NY 35 E. 72nd St. Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,365

Across 3,633 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

35 E. 72nd St.

New York NY 10021

Advisors at this office

6

Advisors at this office

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Brent S

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Brent Salamone is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. He serves as treasurer and board member for Cub Scout Pack 124, a volunteer role involving the management of dues and expenses. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar

Matthew F

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Matthew Fiore is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with J.P. Morgan Securities since 2012, including concurrent roles at JPMorgan Chase Bank, N.A. since 2018. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
user avatar

Dominique C

Series 66

New York, NY

J.P. Morgan Securities

Dominique Callan is a financial advisor with J.P. Morgan Securities in New York, NY. He holds a Series 66 designation and has 25 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar

Adam H

Series 63, Series 66

New York, NY

J.P. Morgan Securities

Adam Hunter is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes multiple roles within JPMorgan entities dating back to 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar

John F

Series 66

New York, NY

J.P. Morgan Securities

John Frey is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 credential. He began his career in the financial industry in 2026, previously working in various roles including positions in the restaurant and public safety sectors. 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 and centralized due diligence, with an ESG eligibility framework applied to investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar

Antoinette K

Series 63, Series 65

New York, NY

J.P. Morgan Securities

Antoinette Kenmuir Evans is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2013. Evans serves on the boards of two nonprofits: Working Capital for Community Needs, which supports low-income entrepreneurs in Latin America, and the Mastic Beach Conservancy, which focuses on conserving public waterfront areas in New York. 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.

Wealth management Executive Founder/Business Owner
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