Timothy
Cunningham

J.P. Morgan Securities LLC

CRD#4472387
Investment Advisor
in New York, NY
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About this Advisor

Timothy Cunningham is a certified financial planner whose office is in New York, New York. Currently a registered advisor with J.P. Morgan Securities LLC, they have gathered 16 years of professional experience in the financial advisory industry. Cunningham has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Cunningham is able to work with clients in New Jersey and Texas. Their career trajectory has included roles at City Center Music And Drama (Iatse Local 1), Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in New York, New York, and operates out of 5,365 other brick-and-mortar locations in the United States. Overall, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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 may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1025 Madison Avenue
New York, NY 10075

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

NY Average: $7,464,549,021
Total Number of Employees

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

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

Timothy Cunningham Work History

Timothy has 16 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2005 - 2012 (7 years)

Chase Investment Services Corp

2002 - Present (17 years)

City Center Music And Drama (Iatse Local 1)

Disclosures

Timothy Cunningham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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