Richard Taormina (CRD# 1987428) 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# 4896689
J.p. Morgan Securities LLC
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 353
Abner Herrman & Brock, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Asset Management | New York, NY | Jul 2020 - Current | 3 |
| J.p. Morgan Investment Management Inc. | New York, NY | Sep 2003 - Current | 20 |
- 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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