Jeffrey
Harwood
J.P. Morgan Private Wealth Advisors LLC
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About this Advisor
Jeffrey Harwood is a financial advisor based in New York, New York, working with J.P. Morgan Private Wealth Advisors LLC. Jeffrey has previously held positions at Barclays Capital Inc, Federal Reserve Bank Of Ny, First Republic Investment Management, Inc, Assurant, First Republic Securities Company, LLC, J.P. Morgan Securities LLC, and Jp Morgan Chase Bank, N.A. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Jeffrey is part of J.P. Morgan Private Wealth Advisors LLC, which operates out of New York, New York. The firm has 32 offices and 690 employees. The firm manages assets totaling $86.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at J.P. Morgan Private Wealth Advisors LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J.P. Morgan Private Wealth Advisors LLC Brokerage Details
$86,270,585,130
690
56,585
$1,524,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Harwood Work History
J.P. Morgan Securities LLC
Jp Morgan Chase Bank, N.A
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Assurant
Barclays Capital Inc
Federal Reserve Bank Of Ny
Disclosures
Please visit the SEC profile of Jeffrey Harwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.P. Morgan Private Wealth Advisors LLC
New York, NY
New York, NY
San Francisco, CA
New York, NY
Portland, OR
Los Angeles, CA
New York, NY
Newport Beach, CA
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