J.P. Morgan Securities LLC
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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
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
Michael Podkulski Work History
Michael has 20 years of experience.
J.P Morgan Securities LLC
J.P Morgan Chase Bank
Ubs Financial Services Inc
Michael Podkulski has no disclosures.
Please visit their SEC profile for more details.