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 $2,549,092,782,514 in 92,898 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,549,093
    MILLION
  • Total Number of Accounts
    92,898
    ACCOUNTS
  • Average Account Value
    $27,439,695
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
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 11 - 20 of 53 top financial advisors.
11
John L. Caffrey
CRD#: 2155602
277 Park Ave, New York, NY 10172

John Caffrey (CRD# 2155602) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 30 years of experience in the finance industry.

12
Michael R. Caggia
CRD#: 2608423
383 Madison Avenue, New York, NY 10179

Michael Caggia (CRD# 2608423) 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.

13
James F. Carillo
CRD#: 1993096
277 Park Avenue, New York, NY 10172

James Carillo (CRD# 1993096) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 34 years of experience in the finance industry.

14
Matthew J. Casalaina
CRD#: 6209336
277 Park Ave, New York, NY 10172

Matthew Casalaina (CRD# 6209336) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 10 years of experience in the finance industry.

15
Stephen A. Deibel
CRD#: 3151086
383 Madison Avenue, New York, NY 10179

Stephen Deibel (CRD# 3151086) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 25 years of experience in the finance industry.

16
Giridhar Devulapally
CRD#: 7288186
383 Madison Avenue, New York, NY 10179

Giridhar Devulapally (CRD# 7288186) 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.

17
Shane Duffy
CRD#: 7322557
60 Victoria Embankment, London, EC4Y

Shane Duffy (CRD# 7322557) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in London, and has 1 year of experience in the finance industry.

18
Debra M. Fierro
CRD#: 4008667
277 Park Ave, New York, NY 10172

Debra Fierro (CRD# 4008667) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 24 years of experience in the finance industry.

19
Holly A. Fleiss
CRD#: 4884615
277 Park Ave, New York, NY 10172

Holly Fleiss (CRD# 4884615) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 19 years of experience in the finance industry.

20
Daniel P. Freise
CRD#: 4590147
277 Park Avenue, New York, NY 10172

Daniel Freise (CRD# 4590147) is an Investment Advisor Representative working at J.p. Morgan Investment Management Inc. in New York, NY and has over 21 years of experience in the finance industry.

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