Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
111,647 clients
Average Client Portfolio
$26.7M average
Assets Under Management
$2985.3B

Fee Structure

Financial Planning:Investment management only
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Location

277 Park Ave, New York, NY, 10172

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Investment Management INC.
January 2021 - Present · 5 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.