Torrance, CA S 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 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
17200 S Hawthorne Blvd.
Torrance CA 90504
Advisors at this office
3
Advisors at this office
Isaac K
Series 66
Torrance, CA
J.P. Morgan Securities
Isaac Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Ares Management LLC. 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. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.
Elaine S
Series 66, Series 65
Torrance, CA
J.P. Morgan Securities
Elaine Sarnoff is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Wells Fargo Clearing and Neuberger Berman BD LLC, and she worked with the In-Home Supportive Services Program for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and quantitative and qualitative research.
Andrew K
Series 66
Torrance, CA
J.P. Morgan Securities
Andrew Kim is a Series 66 licensed advisor with J.P. Morgan Securities, based in Torrance, CA, and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and was previously with Merrill from 2013 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused 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.
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