Torrance, CA Torrance 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
2121 Torrance Blvd.
Torrance CA 90501
Advisors at this office
5
Advisors at this office
Beth R
Series 63
Torrance, CA
J.P. Morgan Securities
Beth Roach is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is a partner in DBR Holdings LLC, a real estate investment venture she operates with her husband. 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 operates with both broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.
Jeffrey S
Series 63, Series 66
Torrance, CA
J.P. Morgan Securities
Jeffrey Sapigao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bed Bath and Beyond and JPMorgan Chase Bank, N.A. 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.
Amy V
Series 66
Torrance, CA
J.P. Morgan Securities
Amy Voong is a Series 66 licensed advisor at J.P. Morgan Securities with 19 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and LPL Financial. Outside of her advisory role, she is an owner and partner of Love You Matcha Cookies, a baked goods business. 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.
Sabine D
Series 66
Torrance, CA
J.P. Morgan Securities
Sabine De Weijer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Jacob E
Series 63, Series 65
Torrance, CA
J.P. Morgan Securities
Jacob Esperanto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis while supporting clients with a centralized due-diligence framework.
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