Overview
Assets Under Management: $86.3 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 9,349
Average Client Assets: $7 million
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