Timothy
Haab

J.P. Morgan Securities LLC

CRD#2518571
Investment Advisor
in New York, NY
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About this Advisor

Timothy Haab is an advisor whose office is in New York, New York. Currently an investment advisor with J.P. Morgan Securities LLC, Haab has 11 years of experience in the financial advisory industry. Haab maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Haab can work with investors in New Jersey and Texas. The advisor has gained experience at Banc Of America Investment Services Inc, Chase Investment Services Corp, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is located in New York, New York, and has 5,365 offices in the nation. Overall, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 accounts and employs more than 5,713 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. 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 advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC offers 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, Chartered Financial Consultant

Years of Experience

11 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

2099 Broadway
New York, NY 10023

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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

Timothy Haab Work History

Timothy has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2009 - 2012 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2012 (3 years)

Bank Of America,Na

2007 - 2009 (2 years)

Banc Of America Investment Services Inc

2007 - 2012 (5 years)

Banc Of America Insurance Services, Inc

Disclosures

Timothy Haab has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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