J.P. Morgan Securities LLC
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About this Advisor
Jonathan Sherman is a certified financial planner located in Boston, Massachusetts. Currently a registered investment advisor at J.P. Morgan Securities LLC, they have accrued 10 years of professional experience as a financial advisor. Sherman has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Sherman can work with clients based out of Louisiana, North Carolina, Ohio and Texas. The advisor has gained experience at Rings End Lumber, Uconn Alumni Association, Springfield College, University Of Connecticut, Ing Financial Partners, J.P. Morgan Securities LLC and Jpmorgan Chase Bank Na. J.P. Morgan Securities LLC is based out of Boston, Massachusetts, and operates out of 5,365 additional offices in the country. As a registered investment advisory firm, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and employs 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 firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC offers 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
Jonathan Sherman Work History
Jonathan has 10 years of experience.
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Ing Financial Partners
Uconn Alumni Association
University Of Connecticut
Rings End Lumber
Jonathan Sherman has no disclosures.
Please visit their SEC profile for more details.