Plano, TX Independence Pkwy 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
8000 Independence Pkwy
Plano TX 75025
Advisors at this office
3
Advisors at this office
Julian K
Series 66
Plano, TX
J.P. Morgan Securities
Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.
Dylan M
Series 66
Plano, TX
J.P. Morgan Securities
Dylan Mobly is a Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at J.P. Morgan Securities in Plano, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.
Angela S
Series 66
Plano, TX
J.P. Morgan Securities
Angela Sarver is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.
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