Michael
Hohenberger

J.P. Morgan Securities LLC

CRD#2447224
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Hohenberger is a certified financial planner based out of Dallas, Texas, with 17 years of experience as a financial advisor. Hohenberger currently works for J.P. Morgan Securities LLC. During their career, Hohenberger has held roles at Cornerstone Financial Services, Inc, Cambridge Legacy Securities, LLC, Independent Financial Group, Jpmorgan Securities LLC, Liberty Silver & Gold, Life Fortress and Michael Hoheneberger Real Estate. Hohenberger maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Texas. J.P. Morgan Securities LLC is an advisory firm that has its headquarters in Dallas, Texas. The company has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in total assets among its 505,984 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 190 charities and foundations. Of its 505,984 customer accounts, 16% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fees billed by J.P. Morgan Securities LLC most likely are comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

2200 Ross Avenue
Dallas, TX 75201

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

TX Average: 88
Total Number of Accounts

505,984

TX Average: 3,892
Average Account Size

$222,350

TX 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

Michael Hohenberger Work History

Michael has 17 years of experience.

2013 - Present (6 years)

Jpmorgan Securities LLC

2012 - 2013 (1 years)

Independent Financial Group

2010 - 2013 (3 years)

Liberty Silver & Gold

2010 - 2013 (3 years)

Life Fortress

2010 - Present (9 years)

Michael Hoheneberger Real Estate

2008 - 2012 (4 years)

Cambridge Legacy Securities, LLC

2001 - 2013 (12 years)

Cornerstone Financial Services, Inc

Disclosures

Michael Hohenberger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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