J.P. Morgan Securities LLC
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About this Advisor
Craig Treitler is a certified financial planner in New York, New York. Currently a registered financial advisor at J.P. Morgan Securities LLC, they have gathered 14 years of professional experience as a registered investment advisor. Treitler maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Treitler can work with investors in Maine, New Jersey, Vermont and Texas. During their career, the advisor has held roles at Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 additional offices in 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 firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have more 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
Craig Treitler Work History
Craig has 14 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Craig Treitler has disclosures.
Please visit their SEC profile for more details.