Manuel
Fonseca

J.P. Morgan Securities LLC

CRD#3257420
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner

Years of Experience

12 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

No

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

Manuel Fonseca Work History

Manuel has 12 years of experience.

2012 - Present (7 years)

J.P Morgan Chase Bank

2012 - Present (7 years)

J.P Morgan Securities LLC

2006 - 2012 (6 years)

Merrill Lynch, Pierce, Fenner & Smith

Disclosures

Manuel Fonseca has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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