Michael Caggia (CRD# 2608423) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has 1 year of experience in the finance industry.
CRD# 353
Abner Herrman & Brock, LLC
CRD# 2487554
Private Portfolio Partners, LLC
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Chase Bank, N.a. | New York, NY | Jul 2020 - Current | 3 |
| J.p. Morgan Investment Management Inc. | New York, NY | Aug 2002 - Current | 21 |
- TX
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Total Assets Under Management2,549,093MILLIONS
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Total Number of Accounts92,898ACCOUNTS
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Average Account Value$27,439,695
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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