J.P. Morgan Securities LLC
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About this Advisor
Manuel Fonseca is a certified financial planner whose office is in New York, New York. Currently an investment advisor with J.P. Morgan Securities LLC, they have accumulated 12 years of practice in the financial advisory industry. Fonseca holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Fonseca can act as an advisor in New Jersey, North Carolina, Ohio and Texas. Over the course of their career, Fonseca has held roles at Merrill Lynch, Pierce, Fenner & Smith, J.P Morgan Chase Bank and J.P Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in New York, New York, and operates out of 5,365 brick-and-mortar locations in the nation. In aggregate, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the largest firms in the country. 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 firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. J.P. Morgan Securities LLC can provide 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
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J.P. Morgan Securities LLC Brokerage Details
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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
Manuel Fonseca Work History
Manuel has 12 years of experience.
J.P Morgan Chase Bank
J.P Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith
Manuel Fonseca has no disclosures.
Please visit their SEC profile for more details.