J.P. Morgan Securities LLC
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About this Advisor
Boris Mihailevsky is a certified financial planner based in New York, New York. Currently a registered investment advisor at J.P. Morgan Securities LLC, Mihailevsky has 10 years of work experience. Mihailevsky maintains Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Mihailevsky can act as a financial advisor based out of New Jersey and Texas. Over the course of their career, Mihailevsky has held roles at Jpmorgan Chase Bank Na, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is located in New York, New York, and has 5,365 brick-and-mortar locations throughout the United States. As a company, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include 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
Boris Mihailevsky Work History
Boris has 10 years of experience.
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Chase Investment Services Corp
Boris Mihailevsky has disclosures.
Please visit their SEC profile for more details.