Linda
Ward

J.P. Morgan Securities LLC

CRD#1061356
Investment Advisor
in New York, NY
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About this Advisor

Linda Ward is a certified financial planner whose office is in New York, New York. Currently a registered investment advisor with J.P. Morgan Securities LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Ward can act as a financial advisor based out of Texas. During their career, Ward has held roles at St. Henry Church Financial Committee, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank and Morgan Stanley. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 other locations across the United States. As a registered investment advisory firm, J.P. Morgan Securities LLC oversees $113 billion in assets across 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. J.P. Morgan Securities LLC can offer 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

Certified Financial Planner

Years of Experience

11 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

270 Park Ave Floor 19
New York, NY 10017

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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

Linda Ward Work History

Linda has 11 years of experience.

2014 - Present (5 years)

J.P. Morgan Securities LLC

2014 - 2014 (0 years)

J.P. Morgan Chase Bank

2009 - 2014 (5 years)

St. Henry Church Financial Committee

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2009 - 2014 (5 years)

Morgan Stanley

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Linda Ward has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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