J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank
St. Henry Church Financial Committee
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Linda Ward has no disclosures.
Please visit their SEC profile for more details.