Martin
Butler

J.P. Morgan Securities LLC

CRD#2586362
Investment Advisor
in New York, NY
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About this Advisor

Martin Butler is a certified financial planner in New York, New York. Currently an investment advisor with J.P. Morgan Securities LLC, they have accrued 15 years of practice as a registered investment advisor. Butler has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Butler can operate based out of New Jersey and Texas. Over the course of their career, Butler has held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC, 2Castlekearny2, LLC and Castlekearny, LLC. J.P. Morgan Securities LLC is based out of New York, New York, and operates out of 5,365 other brick-and-mortar locations in the country. Overall, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 client accounts and retains more than 5,713 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the investment firm's investors are high-net-worth individuals, meaning they have more than $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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

610 Madison Avenue
New York, NY 10022

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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

Martin Butler Work History

Martin has 15 years of experience.

2018 - Present (1 year)

2Castlekearny2, LLC

2017 - Present (2 years)

Castlekearny, LLC

2012 - Present (7 years)

J.P. Morgan Securities LLC

2003 - 2012 (9 years)

Chase Investment Services Corp

Disclosures

Martin Butler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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