J.P. Morgan Securities LLC
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About this Advisor
Michael Sgro is a certified financial planner based in New York, New York. Currently a registered investment advisor at J.P. Morgan Securities LLC, they have accumulated 10 years of work experience in the financial advisory industry. Sgro has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sgro is able to work with customers in New Jersey. Their career trajectory has included roles at Dept Of Education, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is based out of New York, New York, and operates out of 5,365 other offices in the country. In aggregate, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 accounts and employs more than 5,713 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients 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
Michael Sgro Work History
Michael has 10 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Dept Of Education
Michael Sgro has no disclosures.
Please visit their SEC profile for more details.