J.p. Morgan Asset Management

J.p. Morgan Asset Management (CRD# 107038) is a financial advisory firm headquartered in New York, NY. They manage $1,144,017,666,981 in 35,706 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,144,018
    MILLION
  • Total Number of Accounts
    35,706
    ACCOUNTS
  • Average Account Value
    $32,039,928
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at J.p. Morgan Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Mariana B. Connolly
CRD#: 1920209
270 Park Avenue, New York, NY 10017
93
Wealthminder
score

Mariana Connolly (CRD# 1920209) is an Investment Advisor Representative working at J.p. Morgan Asset Management in New York, NY and has over 18 years of experience in the finance industry.

2
Frank A. Germana
CRD#: 1861815
270 Park Avenue, New York, NY 10017
93
Wealthminder
score

Frank Germana (CRD# 1861815) is an Investment Advisor Representative working at J.p. Morgan Asset Management in New York, NY and has over 28 years of experience in the finance industry.

3
Amy M. Handelman
CRD#: 2635809
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Amy Handelman (CRD# 2635809) is an Investment Advisor Representative working at J.p. Morgan Asset Management in New York, NY and has over 17 years of experience in the finance industry.

4
Robert K. Heapes
CRD#: 2680451
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Robert Heapes (CRD# 2680451) is an Investment Advisor Representative working at J.p. Morgan Asset Management in New York, NY and has over 20 years of experience in the finance industry.

5
Kevin J. Howard
CRD#: 1155585
270 Park Avenue, New York, NY 10017
93
Wealthminder
score

Kevin Howard (CRD# 1155585) is an Investment Advisor Representative working at J.p. Morgan Asset Management in New York, NY and has over 18 years of experience in the finance industry.

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