The MTN Group at J.P. Morgan Securities
J.P. Morgan Securities
100 Crescent Court
Dallas, TX 75201
Telephone: (214) 979-7525
Toll-free: (800) 766-2327
Fax: (214) 661-5106
The MTN Group has over 66 combined years of experience investing for high-net-worth individuals, families and institutions.
Mark McConnell, Brad Thompson and Bin Nguyen are portfolio managers in the J.P. Morgan Securities Portfolio Manager Program. As members of the J.P. Morgan Securities Portfolio Manager Program, a select group of advisors who undergo a comprehensive screening process to manage discretionary portfolios, we are subject to ongoing review and oversight by professionals on the J.P. Morgan due diligence team, who use both qualitative and quantitative measurements to assess each manager’s investment strategy and style along with their performance. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.
We manage flexible tax-aware portfolios that combine active, passive and hybrid strategies to create durable, efficient and cost-conscious portfolios. These strategies are available exclusively to MTN clients through J.P. Morgan Securities. We use personalized combinations of these strategies to create an optimized asset management program for each client that can vary from very aggressive to stable.
We will also serve as a dedicated liaison and contact to the local, regional and global capabilities of J.P. Morgan Chase & Co, one of the world’s oldest, largest and best known financial institutions. With more than 200 years serving high-net-worth individuals and families, clients see J.P. Morgan as a source of strength, stability and comfort.
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.