David Winkelried is a registered investment advisor at J.P. Morgan Investment Management INC., based in New York, NY, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111,647 clients with $3000B in assets under management.
Compensation
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Fee Structure
J.P. Morgan Investment Management (JPMIM) is primarily focused on institutional clients. The firm offers its services to individual investors through wrap fee programs, where fees are determined by the program sponsor. JPMIM receives a portion of the asset-based fee charged by the sponsor, ranging from 0.035% to 0.80% annually, depending on the investment mandate and terms negotiated with the sponsor or client.
Location
277 Park Ave, New York, NY, 10172
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Investment Management INC.
Previous Registrations
Morgan Stanley & CO. LLCBroker
Morgan StanleyBroker
Goldman, Sachs & CO.Broker
Morgan Stanley & CO., IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations1 state
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