Boris
Mihailevsky

J.P. Morgan Securities LLC

CRD#5584758
Investment Advisor
in New York, NY
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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

Series 63, 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

Yes

Office Location

850 Third Avenue
New York, NY 10022

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY 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

Boris Mihailevsky Work History

Boris has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2008 - Present (11 years)

Jpmorgan Chase Bank Na

2008 - 2012 (4 years)

Chase Investment Services Corp

Disclosures

Boris Mihailevsky has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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