Spokane Valley, WA 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
E 12005 Sprague Avenue
Spokane Valley WA 99206
Advisors at this office
3
Advisors at this office
Cameron M
Series 63, Series 66
Spokane Valley, WA
J.P. Morgan Securities
Cameron Malcolm is a financial advisor with J.P. Morgan Securities in Spokane Valley, WA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with J.P. Morgan and its related entities since 2012. Outside of his advisory role, Malcolm is involved in managing resort and rental properties through ownership positions in entities including Affluent Resources and personal real estate ventures. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.
Brenna P
Series 66
Spokane, WA
J.P. Morgan Securities
Brenna Piper is a financial advisor at J.P. Morgan Securities based in Spokane, WA, holding a Series 66 designation with four years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she is part owner of a hobby farm in Spokane Valley where she helps care for animals and supports the operation of a food dispenser for goats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.
Jeffrey R
Series 63, Series 66
Spokane Valley, WA
J.P. Morgan Securities
Jeffrey Reynolds is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.
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