Data sourced from SEC Form ADV filed January 10, 2025
Overview
Headquarters
San Francisco, CA
Total Firm Assets
$86.3 billion
Average High-Net-Worth Client Portfolio Size
$6.9 million
Clients
High-Net-Worth Share of Firm Assets
74.64%
Number of High-Net-Worth Clients
9,349
Total Client Accounts
56,585
Discretionary Accounts
53,371
Non-Discretionary Accounts
3,214
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Frequently Asked Questions
J.P. Morgan Private Wealth Advisors LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108559), J.P. Morgan Private Wealth Advisors LLC is subject to fiduciary duty under federal law.
J.P. Morgan Private Wealth Advisors LLC is headquartered in SAN FRANCISCO, CA.
J.P. Morgan Private Wealth Advisors LLC serves 9,349 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, J.P. Morgan Private Wealth Advisors LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
J.P. Morgan Private Wealth Advisors LLC manages $86.3 billion in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, J.P. Morgan Private Wealth Advisors LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓