J.p. Morgan Investment Management Inc.

J.p. Morgan Investment Management Inc. (CRD# 107038) is a financial advisory firm headquartered in New York, NY. They manage $2,549,092,782,514 in 92,898 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,549,093
    MILLION
  • Total Number of Accounts
    92,898
    ACCOUNTS
  • Average Account Value
    $27,439,695
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at J.p. Morgan Investment Management Inc.
Showing 51 - 53 of 53 top financial advisors.
51
Curtis A. White
CRD#: 2391496
383 Madison Avenue, New York, NY 10179

Curtis White (CRD# 2391496) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 30 years of experience in the finance industry.

52
Joseph D. Wilson
CRD#: 4973565
383 Madison Avenue, New York, NY 10179

Joseph Wilson (CRD# 4973565) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 18 years of experience in the finance industry.

53
David G. Winkelried
CRD#: 2269598
277 Park Ave, New York, NY 10172

David Winkelried (CRD# 2269598) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 31 years of experience in the finance industry.

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