J.P. Morgan Securities LLC
Assets Under Management
$352.6B
Number of Clients
1,055,400
Number of Advisors
12326
Average Client AUM
$334K
AUM per Advisor
$28.6M
Compensation
Fee-Only (AUM)
About This Firm
J.P. Morgan Securities LLC (JPMS) provides investment advisory services through various wrap fee programs. These programs offer diverse investment strategies, including separately managed accounts and asset allocations. Clients pay asset-based fees covering investment management, execution, custody, and reporting. JPMS also offers consulting services to defined contribution plan sponsors.
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
Location
383 Madison Ave, New York, NY, 10179