J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
CRD 335439 · SEC 801-132761
Large incorporated asset manager or corporate group — typically not a local adviser team.
270 PARK AVENUE, FLOOR 10, NEW YORK, NY, 10017, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
65 total employees; 11 advisory reps
Clients
0
Fees
PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.1M |
| High net worth individuals | 6 | $4.4M |
| Corporations/business entities | 1 | $501K |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL
All web addresses on file
Official SEC filing: View on IAPD