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 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

Series 63

Years of Experience

19 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 19 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

1999 - Present (20 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.

This content was compiled from the SEC and FINRA.

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