Jonathan
Chen

J.P. Morgan Securities LLC

CRD#5639967
Investment Advisor
in New York, NY
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About this Advisor

Jonathan Chen is a certified financial planner whose office is in New York, New York. Currently an advisor at J.P. Morgan Securities LLC, Chen has 13 years of professional experience. Chen maintains Series 66 and Series 63 licenses, qualifying the advisor as a securities agent. Chen is registered to work with clients in New Jersey. Chen has gained experience at Jp Morgan Securities, LLC, Chase Investment Services Corp, Chase Bank, Hunter College and Jp Morgan Chase Bank, N.A. J.P. Morgan Securities LLC is headquartered in New York, New York, and operates out of 5,365 other offices across the country. In total, J.P. Morgan Securities LLC manages $113 billion in assets dispersed across 505,984 accounts and employs more than 5,713 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

13 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

No

Office Location

221 Canal Street
New York, NY 10013

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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

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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

Jonathan Chen Work History

Jonathan has 13 years of experience.

2018 - Present (1 years)

Jp Morgan Securities, LLC

2018 - Present (1 years)

Jp Morgan Chase Bank, N.A

2011 - 2018 (7 years)

Chase Bank

2009 - 2011 (2 years)

Chase Investment Services Corp

2007 - 2009 (2 years)

Chase Bank

2005 - 2011 (6 years)

Hunter College

Disclosures

Jonathan Chen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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