The MTN Group

J.P. Morgan Securities
100 Crescent Court
Suite 1300
Dallas, TX 75201
Telephone: (214) 979-7525
Toll-free: (800) 766-2327
Fax: (214) 661-5106

 

Welcome

Thank you for your interest in our group and the opportunities that a relationship with our team can provide. The MTN Group at J.P. Morgan Securities specializes in servicing high-net-worth individuals, families, and institutions through a broad suite of transactional, wealth management, and investment advisory services. J.P. Morgan Securities Financial Advisors are among the most experienced and creative in the industry and excel at leveraging the resources of one of the world's most admired financial services firms.

The MTN Group is committed to:

  • Always putting the clients best interest first
  • Providing best execution
  • Clear and complete transparency
Our Team

The MTN Group offers over 57 years of combined experience working with high net worth individuals, families, and institutions. The team is known for their comprehensive approach, deep understanding of the capital markets, and their willingness to solve complex financial problems. Innovative solutions and services include:

  • Brokerage Services and Research
  • Cash Management
  • Concentrated Stock Management
  • Consulting Services
  • Credit and Lending Services
  • Derivatives and Structured Products
  • Financial Planning
  • Fiduciary Services
  • Philanthropic Planning
  • Portfolio Management
  • Portfolio Analytics
  • Retirement Plan Services
  • Stock Option Management
  • Tax Strategies
  • Wealth Management and Structuring
Biographies
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

Investment products: Not FDIC insured · No bank guarantee · May lose value
 
 

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