Madina
Boland

J.P. Morgan Securities LLC

CRD#4011877
Investment Advisor
in Los Angeles, CA
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About this Advisor

Madina Boland is a financial advisor based in Los Angeles, California. Currently an advisor with J.P. Morgan Securities LLC, Boland has 18 years of professional experience as a financial advisor. Boland maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Boland can work with customers in California and Texas. During their career, the advisor has held roles at Jp Morgan Securities, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. J.P. Morgan Securities LLC is based out of Los Angeles, California, and has 5,365 other offices in the country. In aggregate, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 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

2029 Century Park East, Ste 3810
Los Angeles, CA 90067

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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

Madina Boland Work History

Madina has 18 years of experience.

2018 - Present (1 years)

Jp Morgan Securities, LLC

2005 - 2018 (13 years)

Charles Schwab Bank

2000 - 2018 (18 years)

Charles Schwab & Co., Inc

Disclosures

Madina Boland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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