Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12326 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

JPMS offers various wrap fee programs with different fee levels and features. The investment adviser fee you pay will vary depending on the program you select. Comparable services may be available at lower aggregate costs on an “unbundled” basis through other firms. Many of the tools and analytics that are used to support services provided through the JPMS advisory programs are also available through JPMS without enrolling in an advisory program and paying an advisory program fee.

Areas of Practice
Investment Management
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Advisor Information

Office location

1212 Hobson Road, Naperville, IL, 60540

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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 Securities LLC Broker
February 2025 - Present · 11 mos
J.P. Morgan Securities LLC
February 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2021 - December 2024 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - December 2024 · 3 yrs 7 mos
Citigroup Global Markets INC.
February 2020 - May 2021 · 1 yr 3 mos
Citigroup Global Markets INC. Broker
April 2015 - May 2021 · 6 yrs 1 mo
Citigroup Global Markets INC. Broker
May 2007 - December 2014 · 7 yrs 7 mos
Citicorp Investment ServicesBroker
October 2005 - May 2007 · 1 yr 7 mos
State Registrations10 states
AZCOGAILINMANHSDTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.