Torrance, CA Hawthorne Blvd. 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
21660 Hawthorne Blvd.
Torrance CA 90503
Advisors at this office
4
Advisors at this office
Simran S
Series 66
Torrance, CA
J.P. Morgan Securities
Simran Singh is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Principal Financial Group, Principal Securities, Inc., and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Patricia P
Series 66
Torrance, CA
J.P. Morgan Securities
Patricia Piceno Mendez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo and JPMorgan Chase Bank prior to her current role. She also has a background spanning twelve years with G By Guess. J.P. Morgan Securities 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Lorena G
Series 63, Series 66
Torrance, CA
J.P. Morgan Securities
Lorena Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. She also has a concurrent role at JPMorgan Chase Bank, N.A., where she has worked since 2010. J.P. Morgan Securities LLC 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. The firm delivers non-discretionary services through a select group of Wealth Advisors, including asset-allocation advice, investment manager searches, and customized performance reporting.
Vishal P
Series 63, Series 66
Torrance, CA
J.P. Morgan Securities
Vishal Patel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is also involved with The Orange Vase, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that integrates quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.
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