J.P. Morgan Securities LLC
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About this Advisor
Teresa Fisher is a certified financial planner based out of Los Angeles, California, who has been in the advisory business for 12 years. Fisher works at J.P. Morgan Securities LLC. Their career trajectory has included roles at Bernstein, Jpmorgan Chase Bank Na and J.P. Morgan Securities LLC. Fisher has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Ohio, Texas, North Carolina, Delaware and Louisiana. J.P. Morgan Securities LLC is a business that has its headquarters in Los Angeles, California. It has offices in 5,365 locations and a total of 5,713 employees. It handles $113 billion in total assets across its 505,984 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 190 charitable organizations. Of its 505,984 client accounts, 16% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by J.P. Morgan Securities LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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
Teresa Fisher Work History
Teresa has 12 years of experience.
Jpmorgan Chase Bank Na
J.P. Morgan Securities LLC
Teresa Fisher has no disclosures.
Please visit their SEC profile for more details.