J.P. Morgan Securities LLC
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About this Advisor
Frank Metzke is a certified financial planner based out of New York, New York, who has been in the advisory business for 10 years. Metzke is currently employed by J.P. Morgan Securities LLC. Metzke has gained experience at Chase Investment Services Corp, Taley and J.P. Morgan Securities LLC. Metzke has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in New Jersey and Texas. J.P. Morgan Securities LLC is a financial advisory firm operating in New York, New York. The company has offices in 5,365 locations and a total of 5,713 employees. It handles $113 billion in assets across its 505,984 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 190 charities and foundations. Of its 505,984 accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. J.P. Morgan Securities LLC has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types charged by J.P. Morgan Securities LLC can be comprised of some blend of 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
Frank Metzke Work History
Frank has 10 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Frank Metzke has no disclosures.
Please visit their SEC profile for more details.