J.p. Morgan Private Wealth Advisors LLC
J.p. Morgan Private Wealth Advisors LLC (CRD# 108559) is a financial advisory firm headquartered in San Francisco, CA. They manage $86,270,585,130 in 56,585 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management86,271MILLION
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Total Number of Accounts56,585ACCOUNTS
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Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
Michael Martini (CRD# 3246477) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Tanya McCullough (CRD# 4493702) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Edward McLaughlin (CRD# 4751742) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 18 years of experience in the finance industry.
Jaquelyn Morbitzer (CRD# 6384752) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 4 years of experience in the finance industry.
Brian Mulholand (CRD# 5944795) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Jeremy Parsels (CRD# 6927535) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Washington, DC and has over 5 years of experience in the finance industry.
Scott Price (CRD# 6584979) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Boston, MA and has over 8 years of experience in the finance industry.
Michelle Quinn (CRD# 6288762) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 8 years of experience in the finance industry.
Douglas Reid (CRD# 4011946) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 24 years of experience in the finance industry.
Jennifer Ross (CRD# 6010320) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 11 years of experience in the finance industry.