Phoenix, AZ E. Chandler Blvd. 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
4040 E. Chandler Blvd.
Phoenix AZ 85048
Advisors at this office
3
Advisors at this office
Danny P
Series 63, Series 66
Phoenix, AZ
J.P. Morgan Securities
Danny Pagoulatos is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. from 2015 to the present. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Zhanxiao P
Series 63, Series 66
Phoenix, AZ
J.P. Morgan Securities
Zhanxiao Pan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold Series 63 and Series 66 designations and have worked with various divisions of J.P. Morgan since 2016. 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. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliate partnerships.
Michael T
Series 63, Series 65
Phoenix, AZ
J.P. Morgan Securities
Michael Tenore is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. In addition to his advisory role, he is an owner and partner of Miguelito's Meat LLC, a food service business specializing in cured meats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supporting clients with access to a range of affiliated investment management services.
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