Henry
Perazzelli

J.P. Morgan Securities LLC

CRD#5911714
Investment Advisor
in Boston, MA
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About this Advisor

Henry Perazzelli is a certified financial planner based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Perazzelli is an employee of J.P. Morgan Securities LLC. Their career trajectory has included roles at J.P Morgan Securities LLC, J.P Morgan Chase Bank, U Of San Diego, Jpmorgan Chase Bank Na and Jp Morgan Securities LLC. Perazzelli holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Louisiana, North Carolina, Ohio and Texas. J.P. Morgan Securities LLC is an advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in assets across its 505,984 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 190 charitable organizations. Of its 505,984 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on the services provided. However, fee types charged by J.P. Morgan Securities LLC likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

No

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

Henry Perazzelli Work History

Henry has 10 years of experience.

2013 - Present (6 years)

Jpmorgan Chase Bank Na

2013 - Present (6 years)

Jp Morgan Securities LLC

2012 - 2012 (< 1 year)

J.P Morgan Securities LLC

2012 - 2012 (< 1 year)

J.P Morgan Chase Bank

2008 - 2012 (4 years)

U Of San Diego

Disclosures

Henry Perazzelli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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