Overview
Assets Under Management: $86.3 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 9,349
Average Client Assets: $7 million
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 ↓
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
Clients
Number of High-Net-Worth Clients: 9,349
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.64
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 56,585
Discretionary Accounts: 53,371
Non-Discretionary Accounts: 3,214
Regulatory Filings
CRD Number: 108559
Last Filing Date: 2025-01-10 00:00:00
Website: https://jpmorgan.com