J.P. Morgan Securities LLC

Investment Advisor
in New York, NY
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About this Advisor

Erika Maynard is an advisor in New York, New York. Currently a registered advisor with J.P. Morgan Securities LLC, they have accrued 10 years of experience in the financial advisory industry. Maynard has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Maynard is registered to act as an advisor in New Jersey. The advisor has gained experience at Axa Advisors, Chili'S/ Hms Host, Chase Investment Services Corp, Ny Life Securities LLC and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is based out of New York, New York, and has 5,365 additional locations across the nation. In total, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 client accounts and employs more than 5,713 people. The level of assets currently under the firm's management places it among the largest firms in the United States. 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 investors are high-net-worth individuals, meaning they have more than $1 million in capital. J.P. Morgan Securities LLC can offer 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 66

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

270 Broadway
New York, NY 10007

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Erika Maynard Work History

Erika has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2011 - 2011 (< 1 year)

Ny Life Securities LLC

2009 - 2009 (< 1 year)

Axa Advisors

2008 - 2011 (3 years)

Chili'S/ Hms Host


Erika Maynard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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