Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
8181 Communications Pkwy, Bldg A, Plano, TX, 75024
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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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Aaron works as an employee/contractor for Ashanti Print Works dba Urban Works Clothing, involved in garment printing, customization, and apparel design since 2017. This takes about 10-20% of Aaron's time, including 20 hours during securities trading hours.