Oak Creek, WI 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
7980 S. Howell Ave.
Oak Creek WI 53154
Advisors at this office
6
Advisors at this office
Alejandro Z
Series 63, Series 65
Oak Creek, WI
J.P. Morgan Securities
Alejandro Zamora Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. since 2011. 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. Their advisory process combines quantitative screens and qualitative research, supporting non-discretionary recommendations tailored to client needs.
Erik A
Series 66
Oak Creek, WI
J.P. Morgan Securities
Erik Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Prior to that, he spent two years at RBC Capital Markets. He holds a Series 66 designation. 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. The firm’s advisory process combines quantitative screening with qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing affiliates for implementation and portfolio services.
Jamie P
Series 63, Series 66
Oak Creek, WI
J.P. Morgan Securities
Jamie Poulos 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 previously worked at Wells Fargo Bank N.A. and Allspring Global Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, including ESG considerations.
Kevin L
CFP®, Series 63, Series 66
Oak Creek, WI
J.P. Morgan Securities
Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has worked with J.P. Morgan Securities since 2012 and with affiliated entities since 2005. 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 process combines centralized due diligence, quantitative and qualitative research, and uses forward-looking capital market assumptions to develop model asset allocations, with clients retaining final decision-making authority.
Joseph P
CFP®, Series 66
Oak Creek, WI
J.P. Morgan Securities
Joseph Pirozzolo is a CFP® and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at J.P. Morgan Securities and related entities since 2011, including roles at JPMorgan Chase Bank, N.A., and Morgan Stanley. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.
Dawn O
Series 63, Series 66
Oak Creek, WI
J.P. Morgan Securities
Dawn Okon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative analysis to develop model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.
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