Peter
Mcmahon

J.P. Morgan Securities LLC

CRD#4626109
Investment Advisor
in San Diego, CA
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About this Advisor

Peter Mcmahon is a certified financial planner working in San Diego, California, who has been in the advisory business for 11 years. Mcmahon is currently employed by J.P. Morgan Securities LLC. Their career trajectory has included roles at Td Ameritrade, Chase Investment Services Corp, J.P. Morgan Securities LLC and Black Ties Staffing. Mcmahon holds a Series 63 license, designating them as a securities representative, and can advise clients in California. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in San Diego, California. It has offices in 5,365 locations and a total of 5,713 people on staff. It manages $113 billion in total assets among its 505,984 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 190 charitable organizations. Of its 505,984 customer accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. J.P. Morgan Securities LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by J.P. Morgan Securities LLC likely are comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

365 W Washington
San Diego, CA 92103

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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

Peter Mcmahon Work History

Peter has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2010 - 2012 (2 years)

Black Ties Staffing

2007 - 2009 (2 years)

Td Ameritrade

Disclosures

Peter Mcmahon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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