Palm Beach Gardens, FL Fairway Dr 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
7106 Fairway Dr
Palm Beach Gardens FL 33418
Advisors at this office
3
Advisors at this office
Brian W
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Brian Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and Edward Jones. Williams is based in Palm Beach Gardens, FL. J.P. Morgan Securities LLC 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, delivering services on a non-discretionary basis.
Gregory M
Series 65, Series 63
Palm Beach Gardens, FL
J.P. Morgan Securities
Gregory Murphy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank and Regions Bank, as well as experience outside finance at DoorDash and in the restaurant industry. He is based in Palm Beach Gardens, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Kyle H
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Kyle Hedden is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020. Prior to joining the firm, he was involved with American Writers & Artists, Inc. and The Hope Center for Rehabilitation. 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 incorporating an ESG eligibility framework in its recommendations.
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