Palm Beach Gardens, FL 4506 Pga Blvd 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
4506 Pga Blvd
Palm Beach Gardens FL 33418
Advisors at this office
3
Advisors at this office
Victoria W
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Victoria Webster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Capital Markets, Bank of America/Merrill Lynch, Suntrust/Truist, and Fulton Financial. She is currently based in Palm Beach Gardens, FL. 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.
Lee S
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Lee Staton is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. 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 applying an ESG eligibility framework in its recommendations.
Brian B
Series 66
Palm Beach Gardens, FL
J.P. Morgan Securities
Brian Baldwin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Baldwin holds the Series 66 designation and is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
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