David George Winkelried

J.P. Morgan Investment Management INC.

29 Years of Experience

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Firm Information

J.P. Morgan Investment Management INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

49 advisors

Number of Clients

111,647 clients

Average Client Portfolio

$26.7M average

Assets Under Management

$2985.3B

Fee Structure

Financial Planning:Investment management only

This firm manages investments for institutions, pooled investment vehicles, and wrap fee programs. No fee information is provided for individual clients.

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Areas of Practice

Investment Management

Advisor Information

Office location

277 Park Ave, New York, NY, 10172

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.