J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

111
Pine Street
San Francisco, California 94111-5602
Tel: 415-392-1400

About J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

JP MORGAN PRIVATE WEALTH ADVISORS LLC, formally registered with the SEC as JP MORGAN PRIVATE WEALTH ADVISORS LLC. The firm was established in 02/23/1999. They have over 38 offices throughout the country.

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a San Francisco, California based Financial Planning firm with nearly $139,511,326,231 assets under management, offering retirement planning & investment advisory services to 84774 clients. The firm is staffed with 1165 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108559
SEC#	801-56293
Assets Managed by Firm	$139,511,326,231
No. of Clients	84774
No. of Advisors	1165

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based
Other(PORTFOLIO CONSULTING / FLAT FEE)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	84774	$139,511,326,231
Individuals (other than high net worth individuals)	14652	$3,312,816,335
High net worth individuals	12737	$82,040,607,086
Pension and profit sharing plans	1230	$1,904,907,086
Charitable organizations	393	$3,552,637,611
Corporations or other businesses	639	$42,542,076,864

Inquire with J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

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