Jordan
Mayer

J.P. Morgan Securities LLC

CRD#1615062
Investment Advisor
in New York, NY
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About this Advisor

Jordan Mayer is a certified financial planner operating out of New York, New York, who has 10 years of financial industry experience. Mayer currently works for J.P. Morgan Securities LLC. During their career, the advisor has held roles at Jpmorgan Chase Bank, N.A and J.P. Morgan Securities LLC. Mayer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina, Texas and Ohio. J.P. Morgan Securities LLC is an advisory business based in New York, New York. The company has offices in 5,365 locations and a total of 5,713 financial advisors. It handles $113 billion in assets among its 505,984 accounts, placing it among the largest firms in the country by assets under management. The firm serves 190 charities and foundations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets. J.P. Morgan Securities LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees charged by J.P. Morgan Securities LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

Yes

Office Location

277 Park Avenue 2Nd and 3Rd Floor
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

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

Jordan Mayer Work History

Jordan has 10 years of experience.

2010 - Present (9 years)

Jpmorgan Chase Bank, N.A

2008 - Present (11 years)

J.P. Morgan Securities LLC

Disclosures

Jordan Mayer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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