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J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
NEW YORK, NY
212-464-2070
SEC #801-132761Total AUM
$9M
Employees
65Clients
33Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
270 PARK AVENUE
FLOOR 10
NEW YORK
NY 10017
United States
FLOOR 10
NEW YORK
NY 10017
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
212-464-2070
Other Offices
1
Financials
Total AUM
$9M
Accounts
33Discretionary
$9M
Accounts
33Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
26AUM
$4.1M
HNW Individual Clients
6AUM
$4.4M
Corporation or Business Clients
1AUM
$501.4K
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO OVERLAY AND TRADE IMPLEMENTATION SERVICES
Compensation Types
Charges Other Fee
Other Compensation
PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
Compliance
Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.