Harvey
Boshart

J.P. Morgan Securities LLC

CRD#4259642
Investment Advisor
in Boston, MA
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About this Advisor

Harvey Boshart is a chartered financial analyst working in Boston, Massachusetts, who has been in the financial industry for 10 years. Boshart is an advisor for J.P. Morgan Securities LLC. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A and J.P. Morgan Securities LLC. Boshart maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. J.P. Morgan Securities LLC is a financial advisory business headquartered in Boston, Massachusetts. The firm has offices in 5,365 locations and a total of 5,713 people on staff. It handles $113 billion in assets under management between its 505,984 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 190 charities and foundations. Of its 505,984 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. J.P. Morgan Securities LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 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

Yes

Office Location

1 Federal Street 29Th Floor
Boston, MA 02110

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

MA Average: 88
Total Number of Accounts

602,419

MA Average: 3,892
Average Account Size

$216,255

MA 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

Harvey Boshart Work History

Harvey has 10 years of experience.

2010 - Present (9 years)

Jpmorgan Chase Bank, N.A

2008 - Present (11 years)

J.P. Morgan Securities LLC

Disclosures

Harvey Boshart has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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