J.P. Morgan Private Wealth Advisors LLC
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Learn more about J.P. Morgan Private Wealth Advisors LLC
Overview
J.P. Morgan Private Wealth Advisors LLC is located at 111, San Francisco, CA. The firm employs 603 financial advisors to manage client portfolios and provide financial guidance. J.P. Morgan Private Wealth Advisors LLC is not a registered broker-dealer.
J.P. Morgan Private Wealth Advisors LLC oversees $86.3 billion in assets under management across 56,585 accounts, of which 53,371 are discretionary and 3,214 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at J.P. Morgan Private Wealth Advisors LLC includes asset-based, fixed, performance-based, and other fees. The firm has 9,349 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, and commodity pool advisor.
J.P. Morgan Private Wealth Advisors LLC is registered in the states of Alabama, Alaska, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Arizona, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
J.P. Morgan Private Wealth Advisors LLC by the Numbers
$86.3 billion
690
56,585
$1.5 million
Products and Services
J.P. Morgan Private Wealth Advisors LLC provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. In the past financial year, J.P. Morgan Private Wealth Advisors LLC provided 101-250 of its accounts with financial planning services. The Firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on which services are offered. Fees charged by J.P. Morgan Private Wealth Advisors LLC can consist of any combination of the following fee structures: asset-based, fixed, performance-based, or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by J.P. Morgan Private Wealth Advisors LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company manages money for a number of different investors. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 6 clients, J.P. Morgan Private Wealth Advisors LLC's largest client type by number of accounts is high net worth investors, though it also manages money for 9349 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 46.13%
- Other Individuals - 46.64%
- Corporations - 5.56%
- Charitable Organizations - 1.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
J.P. Morgan Private Wealth Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at J.P. Morgan Private Wealth Advisors LLC
New York, NY
New York, NY
San Francisco, CA
New York, NY
Portland, OR
Los Angeles, CA
New York, NY
Newport Beach, CA
New York, NY
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