CHECK IF YOU QUALIFY- Total no. of Employees: 3036
- No. of Employees performing investment advisory functions: 1980
About the Firm:
J.P. MORGAN INVESTMENT MANAGEMENT INC. is a New York, New York based Fee-only advisory firm with nearly $2,278,203,833,724 in assets under management and provides investment advisory services for 88148 clients. There are currently 3036 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
107038
SEC#:
801-21011
Assets Managed by Firm:
$2,278,203,833,724
Advisory Services Provided:
Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 88148 | $2,278,203,833,724 |
| High net worth individuals | 21 | $5,058,417,185 |
| Pension and profit sharing plans | 865 | $166,564,944,995 |
| Charitable organizations | 174 | $17,217,496,654 |
| Other investment advisers | 39 | $5,264,422,012 |
| Corporations or other businesses | 248 | $92,319,176,716 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Fixed fees, Performance Based
More Financial Advisor Firms in New York:
| Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park, New York, NY 10036 | 7691 | 801-14235 | 2825602 | 34906 | $1,283,837,699,073 |
| STASH INVEST 75 Varick Street, Floor 8, New York, NY 10013 | 226550 | 801-96294 | 2340313 | 413 | $3,306,052,866 |
| MORGAN STANLEY 2000 Westchester Avenue, Purchase, NY 10577-2530 | 149777 | 801-70103 | 2129899 | 26500 | $1,311,934,806,306 |
| BETTERMENT 27 West 23rd Street, 6th Floor, New York, NY 10010 | 149117 | 801-70171 | 910284 | 397 | $33,838,765,280 |
| J.P. MORGAN PRIVATE INVESTMENTS INC. 383 Madison Avenue, Floor 5, New York, NY 10179-0001 | 110186 | 801-41088 | 857521 | 652 | $281,322,232,889 |
| J.P. MORGAN SECURITIES LLC 383 Madison Ave, New York, NY 10179 | 79 | 801-3702 | 856594 | 7626 | $229,724,761,175 |