Ocala, FL SE 24th St 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
3045 SE 24th St
Ocala FL 34471
Advisors at this office
3
Advisors at this office
Rommel G
Series 66
Ocala, FL
J.P. Morgan Securities
Rommel Garcia is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill Lynch, and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on a rigorous advisory process supported by centralized due diligence and a broad range of investment capabilities.
Marina V
Series 66
Ocala, FL
J.P. Morgan Securities
Marina Voblikova Davis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. She has worked within various divisions of JPMorgan Chase since 2015, including JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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. Their advisory approach combines quantitative and qualitative due diligence to build model asset allocations and incorporates an ESG eligibility framework.
Ronald D
Series 66
Ocala, FL
J.P. Morgan Securities
Ronald De Vries is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at Edward Jones, U.S. Bancorp, and Compass Retirement Solutions. In addition to advising, he is a licensed insurance agent working with various carriers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
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