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
Seema Chetal (CRD# 4937149) 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.
Kevin Chung (CRD# 5472638) 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.
Caroline Connolly (CRD# 6877043) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.
John Coyle (CRD# 3195830) 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.
Jose Delgadillo (CRD# 1883576) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 26 years of experience in the finance industry.
Maureen Flanagan (CRD# 2549556) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
Sean Flynn (CRD# 4286009) 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.
Kathleen Fortoul (CRD# 1361270) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Paramus, NJ and has over 36 years of experience in the finance industry.
Noah Fox (CRD# 6076438) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 11 years of experience in the finance industry.
John Gavey (CRD# 2072764) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 30 years of experience in the finance industry.