Beth
Roach

J.P. Morgan Securities LLC

CRD#2426620
Investment Advisor
in Torrance, CA

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About this Advisor

Beth Roach is a financial advisor working in Torrance, California, with a total of 20 years of professional experience. Roach is an employee of J.P. Morgan Securities LLC. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Wm Financial Services, Inc and Chase Investment Services Corp. Roach maintains a Series 63 license, qualifying them as a securities broker, and can operate in California and Texas. J.P. Morgan Securities LLC is a business that has its headquarters in Torrance, California. The investment advisory business has offices in 5,128 locations and a total of 7,383 employees. It oversees $130 billion in assets under management among its 602,419 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 264 charities and foundations. Of its 602,419 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. J.P. Morgan Securities LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by J.P. Morgan Securities LLC may include any combination of asset-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

2121 Torrance Blvd.
Torrance, CA 90501

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Beth Roach Work History

Beth has 21 years of experience.

2012 - Present (8 years)

J.P. Morgan Securities LLC

1999 - Present (21 years)

Wm Financial Services, Inc

2009 - 2012 (3 years)

Chase Investment Services Corp

Disclosures

Beth Roach has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Matthew Fleming
Staten Island, NY
Caren Malitsky
New York, NY
Halima Adam-Dabre
New Haven, CT
Robert Dhoore
South Bend, IN
Jerrod Pace
New York, NY
David Pitts
Mchenry, IL
Michael Baumhor
Delray Beach, FL
Kingsley Wong
Chatsworth, CA

This content was compiled from the SEC and FINRA.

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