Upper Arlington, OH Tremont Road 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
3250 Tremont Road
Upper Arlington OH 43221
Advisors at this office
3
Advisors at this office
Benjamin C
Series 63, Series 65
Upper Arlington, OH
J.P. Morgan Securities
Benjamin Cross is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrivent Investment Management and Jpmorgan Chase Bank. His background also includes roles in education and manufacturing prior to his financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized reporting supported by centralized due diligence and combines quantitative and qualitative research in its advisory process.
Matthew H
Series 66
Upper Arlington, OH
J.P. Morgan Securities
Matthew Hanuska is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience at Morgan Stanley, Pride One, Aptiv, and CVS Specialty. 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 within a non-discretionary program. The firm’s advisory process utilizes centralized due diligence and incorporates both quantitative and qualitative research, with capabilities extending to derivatives and commodities.
Christopher R
Series 66
Upper Arlington, OH
J.P. Morgan Securities
Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company from 2017 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations.
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