J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Beth Roach is a financial advisor in Torrance, California. Currently an investment advisor at J.P. Morgan Securities LLC, Roach has 19 years of practice as an investment advisor. Roach holds a Series 63 license, which certifies them as a securities broker. Roach is registered to work with clients based out of California and Texas. Roach has gained experience at J.P. Morgan Securities LLC, Wm Financial Services, Inc and Chase Investment Services Corp. J.P. Morgan Securities LLC is based out of Torrance, California, and has 5,365 brick-and-mortar locations throughout the country. As a firm, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
J.P. Morgan Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 19 years of experience.
J.P. Morgan Securities LLC
Wm Financial Services, Inc
Chase Investment Services Corp
Beth Roach has disclosures.
Please visit their SEC profile for more details.