Craig
Treitler

J.P. Morgan Securities LLC

CRD#2363131
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

32 University Place
New York, NY 10003

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

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

Craig Treitler Work History

Craig has 14 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2004 - 2012 (8 years)

Chase Investment Services Corp

Disclosures

Craig Treitler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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