J.p. Morgan Investment Management Inc.

J.p. Morgan Investment Management Inc. (CRD# 107038) is a financial advisory firm headquartered in New York, NY. They manage $2,011,986,210,191 in 52,157 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
383 Madison Avenue, New York, NY 10179
https://www.youtube.com/@jpmorganassetmanagement
By the Numbers
  • Total Assets Under Management
    2,011,986
    MILLION
  • Total Number of Accounts
    52,157
    ACCOUNTS
  • Average Account Value
    $38,575,574
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)
  • Educational seminars/workshops
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, WY

Financial Advisors at J.p. Morgan Investment Management Inc.
Showing 1 - 10 of 57 top financial advisors.
1
Jason Alonzo, financial advisor New York NY
Jason M. Alonzo
CRD#: 7288155
277 Park Avenue, Floor 10, New York, NY 10172

Jason Alonzo (CRD# 7288155) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has 1 year of experience in the finance industry.

2
Christopher Bailey, financial advisor New York NY
Christopher P. Bailey
CRD#: 5020171
277 Park Ave, New York, NY 10172

Christopher Bailey (CRD# 5020171) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 17 years of experience in the finance industry.

3
Shujuan Bao, financial advisor New York NY
Shujuan S. Bao
CRD#: 7292439
277 Park Avenue, Floor 10, New York, NY 10172

Shujuan Bao (CRD# 7292439) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has 1 year of experience in the finance industry.

4
Kris Beachnau, financial advisor New York NY
Kris J. Beachnau
CRD#: 7286720
383 Madison Avenue, New York, NY 10179

Kris Beachnau (CRD# 7286720) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 23 years of experience in the finance industry.

5
Michelle Blakeman-Hindman, financial advisor Columbus OH
Michelle Blakeman-Hindman
CRD#: 7284400
1111 Polaris Pkwy, Floor 2b, Columbus, OH 43240

Michelle Blakeman-Hindman (CRD# 7284400) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in Columbus, OH and has 1 year of experience in the finance industry.

6
Scott Blasdell, financial advisor New York NY
Scott Blasdell
CRD#: 7322593
277 Park Ave, New York, NY 10172

Scott Blasdell (CRD# 7322593) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has 1 year of experience in the finance industry.

7
Andrew Brandon, financial advisor New York NY
Andrew P. Brandon
CRD#: 4310872
383 Madison Avenue, New York, NY 10179

Andrew Brandon (CRD# 4310872) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 22 years of experience in the finance industry.

8
Kathryn Brandon, financial advisor Columbus OH
Kathryn Brandon
CRD#: 7284382
1111 Polaris Pkwy, Floor 2b, Columbus, OH 43240

Kathryn Brandon (CRD# 7284382) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in Columbus, OH and has 1 year of experience in the finance industry.

9
Evan Brown, financial advisor New York NY
Evan B. Brown
CRD#: 5695168
277 Park Ave, New York, NY 10172

Evan Brown (CRD# 5695168) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 13 years of experience in the finance industry.

10
Joshua Brunner, financial advisor Columbus OH
Joshua H. Brunner
CRD#: 2852895
1111 Polaris Pkwy, Floor 2b, Columbus, OH 43240

Joshua Brunner (CRD# 2852895) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in Columbus, OH and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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