Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
1,099,136 clients
Average Client Portfolio
$342K average
Assets Under Management
$375.6B

Fee Structure

Minimum Investment:$10K

JPMPI does not directly receive fees from clients. JPMS reimburses JPMPI for its costs in providing investment services. Clients pay JPMS an asset-based fee (wrap fee) for the various services JPMS provides in the Program. Clients indirectly bear fund expenses, including management fees and brokerage costs.

Areas of Practice
Investment Management
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Advisor Information

Office location

383 Madison, Floor 5, New York, NY, 10179

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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.

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Employment History
Current Registrations
J.P. Morgan Private Investments INC.
April 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Lance Aaron Schiff - Financial Advisor | AdvisorDiscover