J.P. Morgan Securities LLC
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About this Advisor
Jeanne-Marie Berger is a certified financial planner working in New York, New York, with a total of 12 years of work experience. Berger currently works for J.P. Morgan Securities LLC. During their career, the advisor has held roles at Chase Investment Services Corp and J.P. Morgan Securities LLC. Berger maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. J.P. Morgan Securities LLC is a company based out of New York, New York. The company has offices in 5,365 locations and a total of 5,713 people on staff. It administers $113 billion in total assets among its 505,984 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 190 charitable organizations. Of its 505,984 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in investable assets. J.P. Morgan Securities LLC provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by J.P. Morgan Securities LLC most likely are comprised of some combination 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
Jeanne-Marie Berger Work History
Jeanne-Marie has 12 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jeanne-Marie Berger has disclosures.
Please visit their SEC profile for more details.