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
Mark Genovese (CRD# 4306036) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
Nicolas Gentin (CRD# 2723366) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.
Thomas Glamuzina (CRD# 6054039) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Celia Gorbatovsky (CRD# 4929142) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
Tracey Graziosa (CRD# 6171764) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 10 years of experience in the finance industry.
Justin Hall (CRD# 5722491) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Jerald Halverson (CRD# 2395133) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
Susan Hamilton (CRD# 6324698) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
William Hartshorne (CRD# 6167433) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Joseph Hibbitts (CRD# 4801726) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 19 years of experience in the finance industry.