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
Joshua Reid (CRD# 4609487) 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.
Stephanie Schrader (CRD# 7159522) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 2 years of experience in the finance industry.
Satchel Schultz (CRD# 7300232) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 3 years of experience in the finance industry.
Lisa Siegel (CRD# 7171023) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry.
Sridhara Srikanti (CRD# 7676062) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Brendan Supple (CRD# 7598019) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Kevin Szeto (CRD# 6411741) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Stephanie Taul (CRD# 3074762) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Vancouver, WA and has over 25 years of experience in the finance industry.
Jacklin Youssef (CRD# 4660174) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry.