Frank
Metzke

J.P. Morgan Securities LLC

CRD#4229150
Investment Advisor
in New York, NY
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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

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

No

Office Location

349 5Th Avenue
New York, NY 10016

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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

Frank Metzke Work History

Frank has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2008 - 2012 (4 years)

Chase Investment Services Corp

2008 - 2008 (< 1 year)

Taley

Disclosures

Frank Metzke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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