Michael
Podkulski

J.P. Morgan Securities LLC

CRD#3089134
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Podkulski is a certified financial planner whose office is in Atlanta, Georgia. Currently an advisor with J.P. Morgan Securities LLC, Podkulski has 20 years of professional experience as a registered advisor. Podkulski maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Podkulski can advise investors in Georgia, Texas, Ohio, Louisiana and North Carolina. Over the course of their career, they have held roles at J.P Morgan Securities LLC, Ubs Financial Services Inc and J.P Morgan Chase Bank. J.P. Morgan Securities LLC is based out of Atlanta, Georgia, and has 5,365 offices in the nation. As a registered advisory firm, J.P. Morgan Securities LLC oversees $113 billion in assets across 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. 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 more than $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

3424 Peachtree Road Ne Floor 17 and 18
Atlanta, GA 30326

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

GA Average: 88
Total Number of Accounts

602,419

GA Average: 3,892
Average Account Size

$216,255

GA 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

Michael Podkulski Work History

Michael has 20 years of experience.

2011 - Present (8 years)

J.P Morgan Securities LLC

2011 - Present (8 years)

J.P Morgan Chase Bank

1998 - 2011 (13 years)

Ubs Financial Services Inc

Disclosures

Michael Podkulski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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