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The Desser Group

Wealth Partners at J.P. Morgan

The Desser Group

The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions.


 

310.201.7893

Fax:  310.407.1973

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Welcome

We realize that everyone has unique goals. We work closely with our clients, employ a disciplined investment process to understand their needs, and tailor our broad array of investment strategies to help them pursue their goals. In each key area of wealth management—investments, liquidity and credit management, and tax and estate planning strategies—we have the experience and knowledge that help with managing the complexities of significant wealth.

Our team

The Desser Group has over 100 combined years of experience investing for ultra-high-net-worth individuals, families and institutions. By leveraging the wide array of J.P. Morgan’s research and investment products, and our own strategic analysis of capital market conditions, we craft tailored investment plans, paying particular attention to after-tax income needs and client risk tolerance. We work with each client to help establish expectations and set financial goals, carefully structuring and closely monitoring our clients’ investment accounts.

Meet Our Team

Click a profile to learn more about each member

William Desser

Vice Chairman


310.201.7893

bill.desser@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Teresa Golden

Associate


310.201.7772

teresa.golden@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Kyle Kazmer, CFP®, ChFC®, CRPC®

Wealth Advisor


310.201.2745

kyle.kazmer@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Jake Bernstein

Client Associate


310.201.2704

jake.bernstein@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Ryan Niswander

Client Associate


310.201.2706

ryan.niswander@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Jeri Penley

Client Associate


310.229.2133

jeri.penley@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Amanda LaSalle

Client Associate


310.860.7050

amanda.lasalle@jpmorgan.com

2029 Century Park E, Floor 37
Los Angeles, CA 90067

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

ChFC® Chartered Financial Consultant® Chartered Financial Consultant® (“ChFC®”) are registered trademarks owned by The American College of Financial Services.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). 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 AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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