Joshua
Silverman

J.P. Morgan Securities LLC

CRD#5086890
Investment Advisor
in San Diego, CA
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About this Advisor

Joshua Silverman is a financial advisor working in San Diego, California, who has been in the industry for 10 years. Silverman works at J.P. Morgan Securities LLC. Silverman has gained experience at Td Ameritrade Investment Management LLC, Jp Morgan Securities, LLC, Ubs Financial Services Inc, Td Ameritrade and Jp Morgan Chase Bank N.A. Silverman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. J.P. Morgan Securities LLC is an advisory company that has its headquarters in San Diego, California. The company has offices in 5,365 locations and a total of 5,713 people on staff. It handles $113 billion in assets under management among its 505,984 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 190 charitable organizations. Of its 505,984 customer accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which service is provided. However, fees billed by J.P. Morgan Securities LLC can consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

No

Office Location

11995 Carmel Mountain Rd
San Diego, CA 92128

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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

Joshua Silverman Work History

Joshua has 10 years of experience.

2018 - Present (1 year)

Jp Morgan Securities, LLC

2018 - Present (1 year)

Jp Morgan Chase Bank N.A

2009 - 2018 (9 years)

Td Ameritrade Investment Management LLC

2009 - 2018 (9 years)

Td Ameritrade

2008 - 2009 (1 year)

Ubs Financial Services Inc

Disclosures

Joshua Silverman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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