New York, NY 360 E 72nd St 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
360 E 72nd St
New York NY 10021
Advisors at this office
4
Advisors at this office
Daniel R
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Daniel Romeo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2017 and previously held roles at Wells Fargo affiliates. Outside of finance, he is an owner and partner of Untouchable Events, a full-service event company where he manages photo booth maintenance. 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 through a select group of Wealth Advisors.
Reginald B
Series 63, Series 66
New York, NY
J.P. Morgan Securities
Reginald Blake is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2013, with prior experience at JPMorgan Chase Bank. 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 through a combination of advisory and brokerage capabilities.
Andres Q
Series 66, Series 63
New York, NY
J.P. Morgan Securities
Andres Quiceno is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he has worked as an event coordinator for Untouchable Events Ltd. 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.
Conor S
Series 63, Series 65
New York, NY
J.P. Morgan Securities
Conor Seyda is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Conor is involved with Untouchable Events, where he works as a dancer, MC, bartender, event producer, and master of ceremonies for various events. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations.
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