Teresa
Fisher

J.P. Morgan Securities LLC

CRD#4845800
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

2029 Century Park East Floor 37 and 38
Los Angeles, CA 90067

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

CA Average: $7,464,549,021
Total Number of Employees

5,713

CA Average: 88
Total Number of Accounts

505,984

CA Average: 3,892
Average Account Size

$222,350

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

Teresa Fisher Work History

Teresa has 12 years of experience.

2012 - Present (7 years)

Jpmorgan Chase Bank Na

2012 - Present (7 years)

J.P. Morgan Securities LLC

2006 - 2012 (6 years)

Bernstein

Disclosures

Teresa Fisher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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