J.P. Morgan Securities LLC

Investment Advisor
in Boston, MA
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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

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



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


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


MA Average: 88
Total Number of Accounts


MA Average: 3,892
Average Account Size


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 10 years of experience.

2014 - Present (5 years)

J.P. Morgan Securities LLC

2014 - Present (5 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


Jonathan Sherman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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