J.p. Morgan Private Investments Inc.

J.p. Morgan Private Investments Inc. (CRD# 110186) is a financial advisory firm headquartered in New York, NY. They manage $292,912,547,772 in 941,857 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
383 Madison, Floor 5, New York, NY 10179
https://www.sixcirclesfunds.com/home
By the Numbers
  • Total Assets Under Management
    292,913
    MILLION
  • Total Number of Accounts
    941,857
    ACCOUNTS
  • Average Account Value
    $310,995
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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)
  • Other
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 Private Investments Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ramy El-Menshawy, financial advisor New York NY
Ramy El-Menshawy
CRD#: 7310257
277 Park Ave., New York, NY 10172

Ramy El-Menshawy (CRD# 7310257) is an Investment Advisor Representative working at J.p. Morgan Private Investments Inc. in New York, NY and has 1 year of experience in the finance industry.

2
Jesse Rosenblum, financial advisor New York NY
Jesse I. Rosenblum
CRD#: 5569366
277 Park Ave., New York, NY 10172

Jesse Rosenblum (CRD# 5569366) is an Investment Advisor Representative working at J.p. Morgan Private Investments Inc. in New York, NY and has over 15 years of experience in the finance industry.

3
Carrie Spengler, financial advisor New York NY
Carrie M. Spengler
CRD#: 4930402
277 Park Ave, New York, NY 10172

Carrie Spengler (CRD# 4930402) is an Investment Advisor Representative working at J.p. Morgan Private Investments Inc. in New York, NY and has over 18 years of experience in the finance industry.

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.

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