San Diego, CA La Jolla Drive Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,637 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

4660 La Jolla Drive, Suite 200, Floor 02

San Diego CA 92122

Advisors at this office

10

Advisors at this office

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Michael Z

CFP®, Series 66

San Diego, CA

J.P. Morgan Securities

Michael Zamolo is a CFP®-credentialed financial advisor with 11 years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, having previously spent nine years with First Republic Investment Management and FIRST REPUBLIC Securities Company. His role at JPMorgan Bank enables him to offer certain deposit and credit products in addition to investment 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 select group 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
user avatar

Christopher P

CFP®, Series 66

San Diego, CA

J.P. Morgan Securities

Christopher Pegg is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Private Wealth Advisors in La Jolla, CA. His prior experience includes roles at First Republic Investment Management, Brown Wealth Management, and Wells Fargo Private Bank. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
user avatar

Ryan C

Series 66

San Diego, CA

J.P. Morgan Securities

Ryan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry since 2018. His prior roles include positions at Wells Fargo Bank, First Republic Bank, JPMorgan Chase Bank, and Gap Inc. Before entering finance, he worked at Hobie Surf Shop for six years. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Austin T

Series 66

San Diego, CA

J.P. Morgan Securities

Austin Tipp is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience and previously worked at First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Tipp serves as an officer in the U.S. Navy Reserve. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
user avatar

Michelle G

Series 66

San Diego, CA

J.P. Morgan Securities

Michelle Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing for ten years prior to joining J.P. Morgan in 2023. 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 inform its recommendations.

Wealth management Executive Founder/Business Owner
user avatar

Diane B

CFP®, Series 66

San Diego, CA

J.P. Morgan Securities

Diane Bienke is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. She is currently with J.P. Morgan Securities and has previous experience at First Republic Investment Management, Wells Fargo Clearing Services, and Wells Fargo Bank. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Ngai P

Series 63, Series 66

San Diego, CA

J.P. Morgan Securities

Ngai Pham is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and First Republic Investment Management. 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 support its recommendations.

Wealth management Executive Founder/Business Owner
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Dominic B

Series 66

San Diego, CA

J.P. Morgan Securities

Dominic Bruno is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. He has worked at several related firms, including First Republic Bank and First Republic Investment Management Inc., before joining J.P. Morgan in 2023. 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.

Wealth management Executive Founder/Business Owner
user avatar

Bruce M

Series 63, Series 65

San Diego, CA

J.P. Morgan Securities

Bruce Marshall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines 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
user avatar

Justin T

CFP®, Series 63, Series 65

San Diego, CA

J.P. Morgan Securities

Justin Tipp is a CFP® credentialed advisor with 13 years of industry experience, currently with J.P. Morgan Securities in San Diego, CA. He has previously worked at First Republic Investment Management and its affiliated entities for nine years. Tipp serves on the Board of Trustees and the Finance Committee for the Army and Navy Academy, a nonprofit educational institution. 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 tailor investment recommendations.

Wealth management Executive Founder/Business Owner
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