J.P. Morgan Securities LLC

Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

230 Park Avenue South
New York, NY 10003

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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

Jeanne-Marie Berger Work History

Jeanne-Marie has 12 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2006 - 2012 (6 years)

Chase Investment Services Corp


Jeanne-Marie Berger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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