Seth
Bermel
J.P. Morgan Private Wealth Advisors LLC
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About this Advisor
Seth Bermel is a financial advisor based in Los Angeles, California, working with J.P. Morgan Private Wealth Advisors LLC. Seth has previously held a position at First Republic Investment Management, LLC. Seth has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Seth is part of J.P. Morgan Private Wealth Advisors LLC, which operates out of Los Angeles, California. The firm has 32 offices and 690 employees. The firm manages assets totaling $86.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at J.P. Morgan Private Wealth Advisors LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J.P. Morgan Private Wealth Advisors LLC Brokerage Details
$86,270,585,130
690
56,585
$1,524,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Seth Bermel Work History
First Republic Investment Management, LLC
Disclosures
Please visit the SEC profile of Seth Bermel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.P. Morgan Private Wealth Advisors LLC
New York, NY
San Francisco, CA
New York, NY
New York, NY
Los Angeles, CA
Portland, OR
New York, NY
Newport Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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