Port Hueneme, CA 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
619 W Channel Islands Blvd
Port Hueneme CA 93041
Advisors at this office
2
Advisors at this office
Diego R
Series 66, Series 63
Port Hueneme, CA
J.P. Morgan Securities
Diego Reyes is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at Lbs Financial Credit Union and Loomis, and spent six years at California State University - Long Beach. Outside of advising, he is involved in an e-commerce venture focused on selling general merchandise through online marketplaces. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and it incorporates ESG frameworks where applicable.
Florencio A
Series 66
Port Hueneme, CA
J.P. Morgan Securities
Florencio Ayala is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Massachusetts Mutual Life Insurance Company, and Thrivent Financial. Outside of his advisory role, he serves as a football referee for junior college and community sports organizations in Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting.
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