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
500 N Glendale Ave, Glendale, CA, 91206
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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 is a passive investor in NorthMainLLC, a financial services company, since 2017. He dedicates minimal time to this activity and has no decision-making power.