![Christopher Bailey, financial advisor New York NY](/img/ws/profile-blank-sq.png)
Christopher Bailey (CRD# 5020171) 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.
![Frank Abella, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 1852802
Investment Partners Asset Management
![Gregg Abella, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 3160155
Investment Partners Asset Management
![Laura Abels, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | New York, NY | Nov 2012 - Current | 11 |
J.p. Morgan Asset Management | New York, NY | Nov 2012 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2005 |
- TX
-
Total Assets Under Management2,549,093MILLIONS
-
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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