Paramus, NJ Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,634 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Expertise

Wealth management

Based on J.P. Morgan Securities

Occupation focus

Executive Founder/Business Owner

Based on J.P. Morgan Securities

Location

36 E Midland Ave, Floor 02

Paramus NJ 07652

Advisors at this office

10

Advisors at this office

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Jennifer W

Series 63, Series 65

Paramus, NJ

J.P. Morgan Securities

Jennifer Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves on the board of the Northwest Area Foundation, a nonprofit focused on reducing poverty and achieving prosperity. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Wealth management Executive Founder/Business Owner
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Jeremy B

Series 63, Series 66

Paramus, NJ

J.P. Morgan Securities

Jeremy Brower is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is an owner and partner of Breathewave Technologies Inc., a health and wellness business. 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 select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Daniel R

CFP®, Series 63, Series 65

Paramus, NJ

J.P. Morgan Securities

Daniel Roh is a CFP® professional with 34 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with Jpmorgan Chase Bank, N.A. since 1999. Outside of his advisory role, Roh volunteers as a firefighter with the Fort Lee Fire Department. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael R

Series 66

Paramus, NJ

J.P. Morgan Securities

Michael Ragone is a Series 66-licensed financial advisor with J.P. Morgan Securities in Paramus, NJ, bringing three years of industry experience. He has been with J.P. Morgan Securities since 2022 and also holds employment with JPMorgan Chase Bank N.A. since 2019. Prior to his financial services career, he attended Seton Hall University. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Mark S

Series 63, Series 66

Paramus, NJ

J.P. Morgan Securities

Mark Skirbe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Richard U

Series 66

Paramus, NJ

J.P. Morgan Securities

Richard Urban is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously held roles at Merrill and RBC Capital Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Wealth management Executive Founder/Business Owner
user avatar

Inna P

Series 63, Series 66

Paramus, NJ

J.P. Morgan Securities

Inna Price is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Citigroup Global Markets and HSBC. J.P. Morgan Securities 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 in its recommendations.

Wealth management Executive Founder/Business Owner
user avatar

Charles R

Series 63, Series 66

Paramus, NJ

J.P. Morgan Securities

Charles Reitemeyer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with J.P. Morgan Chase Bank since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
user avatar

Thomas L

CFP®, Series 63, Series 65

Paramus, NJ

J.P. Morgan Securities

Thomas Larsen is a CFP®-designated financial advisor with J.P. Morgan Securities, where he has worked since 2013. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. 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 and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar

Claudine I

Series 63, Series 65

Paramus, NJ

J.P. Morgan Securities

Claudine Isaac is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. Outside of her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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