Jonathan
Sherman

J.P. Morgan Securities LLC

CRD#6226063
Investment Advisor
in Boston, MA

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About this Advisor

Jonathan Sherman is a certified financial planner operating in Boston, Massachusetts, who has 11 years of financial industry experience. Sherman is an advisor for J.P. Morgan Securities LLC. Over the course of their career, Sherman has held roles at Uconn Alumni Association, Rings End Lumber, Springfield College, University Of Connecticut, Ing Financial Partners, J.P. Morgan Securities LLC and Jpmorgan Chase Bank Na. Sherman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana, North Carolina, Ohio and Texas. J.P. Morgan Securities LLC is a business that has its headquarters in Boston, Massachusetts. The company has offices in 5,128 locations and a total of 7,383 advisors. It administers $130 billion in assets under management between its 602,419 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 264 charities and foundations. Of its 602,419 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in investable assets. J.P. Morgan Securities LLC provides 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 advice typically depend on the type of services. Fees charged by J.P. Morgan Securities LLC can be comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 66, 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, Others

Disclosures

No

Office Location

50 Rowes Wharf 4Th 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

Jonathan Sherman Work History

Jonathan has 12 years of experience.

2014 - Present (6 years)

J.P. Morgan Securities LLC

2014 - Present (6 years)

Jpmorgan Chase Bank Na

2013 - 2013 (< 1 year)

Ing Financial Partners

2012 - 2013 (1 year)

Uconn Alumni Association

2010 - 2013 (3 years)

University Of Connecticut

2008 - 2011 (3 years)

Rings End Lumber

2008 - 2010 (2 years)

Springfield College

Disclosures

Jonathan Sherman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Elizabeth Hernandez
San Antonio, TX
Matthew Zacarias
Carmel, IN
Alex Guttosch
Chicago, IL
Christine Simek
New York, NY
Dale Self
Indianapolis, IN
Courtney Stevens
New York, NY
Brandon Greene
Valley Stream, NY
Jason Yorgensen
Pleasant Prairie, WI

This content was compiled from the SEC and FINRA.

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