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).
-
Total Assets Under Management86,271MILLION
-
Total Number of Accounts56,585ACCOUNTS
-
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
Justin Keating (CRD# 6421645) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.
Matthew Kelley (CRD# 6797752) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Boston, MA and has over 3 years of experience in the finance industry.
Sean Kram (CRD# 7239555) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Alexandra Lawson (CRD# 4855673) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
Travis Leatherman (CRD# 7039088) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
William Long (CRD# 6878416) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 3 years of experience in the finance industry.
Vivian Loy (CRD# 4130984) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry.
William Maung (CRD# 7274784) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Abdelrahman Mohamed (CRD# 7051134) 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.
Grace Moon (CRD# 6139447) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has 1 year of experience in the finance industry.