Jeanne-Marie
Berger

J.P. Morgan Securities LLC

CRD#5055144
Investment Advisor
in New York, NY
Are you Jeanne-Marie Berger? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

230 Park Avenue South
New York, NY 10003

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

Jeanne-Marie Berger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started