The Tiano Group
J.P. Morgan Securities
3801 PGA Boulevard
Palm Beach Gardens, FL 33410
Toll free: 866.471.2327
At The Tiano Group, we pride ourselves in providing the personalized service of J.P. Morgan Securities’ boutique organization and access to the resources of one of the largest and most admired financial firms in the world. With the collective experience gained over many market cycles, we are dedicated to representing the financial interests of an exclusively high net worth clientele.
A hallmark of the Tiano group is our commitment to servicing a limited number of clients. We provide a superior client experience by dedicating our time and resources to a finite number of individuals and their families. We treat our clients as more than an account number.
In each key area of wealth management – investments, liquidity and credit management, retirement, tax efficiency and legacy strategies - we have the experience and knowledge that comes from solving the complexities of significant wealth.
We realize that everyone has unique needs. We work closely with our clients and employ a disciplined process to understand their needs and tailor our broad array of investment solutions to help them achieve their goals. We focus on providing our clients with effective investment strategies based on the insights we glean from our disciplined and transparent investment process.
- Salvatore A. Tiano
- David Li
- Jason O'Brien
- Daniel Tumba CFP®, CIMA® CPWA®
- Andrea Wolley
- Nicole Loffredo
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.