San Mateo, CA 1730 S El Camino Real 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
1730 S El Camino Real
San Mateo CA 94402
Advisors at this office
5
Advisors at this office
Kali F
Series 66
San Mateo, CA
J.P. Morgan Securities
Kali Franco is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TikTok. 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 emphasizes non-discretionary, customized asset allocation advice and manager selection, supported by centralized due diligence and a combination of quantitative and qualitative research.
Meagan M
Series 63, Series 66
San Mateo, CA
J.P. Morgan Securities
Meagan Merrill is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities 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. Its advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations.
Adam G
Series 63, Series 65
San Mateo, CA
J.P. Morgan Securities
Adam Green is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at MSI Financial Services, Mass Mutual Investors Services, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns a business buying and selling new and used watches. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Marc G
Series 66, Series 63
San Mateo, CA
J.P. Morgan Securities
Marc Gambrel is a financial advisor at J.P. Morgan Securities in San Mateo, CA, holding Series 66 and Series 63 licenses with five years of industry experience. His career includes roles at JPMC Bank NA, U.S. Bank, and a variety of retail and service companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence combining quantitative and qualitative research and incorporates ESG considerations within its model asset allocations.
Rasa P
Series 63, Series 65
San Mateo, CA
J.P. Morgan Securities
Rasa Petrauskaite is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, Bank of America, Merrill, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.
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