JG
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
277 Park Ave, New York, NY, 10172
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Investment Management INC.
January 2021 - Present · 5 yrs
Previous Registrations
Alexandra & James Advisory Services, LLC
January 2010 - March 2011 · 1 yr 2 mos
Bear, Stearns & CO. INC.
July 2004 - December 2004 · 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.