J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

1
Front 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 33 offices throughout the country.

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a San Francisco, California based Financial Planning firm with nearly $86,270,585,130 assets under management, offering retirement planning & investment advisory services to 56585 clients. The firm is staffed with 690 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108559
SEC#	801-56293
Assets Managed by Firm	$86,270,585,130
No. of Clients	56585
No. of Advisors	690

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (PORTFOLIO CONSULTING / FLAT FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	56585	$86,270,585,130
Individuals (other than high net worth individuals)	9451	$2,325,081,525
High net worth individuals	9349	$64,394,794,873
Pension and profit sharing plans	547	$931,202,548
Charitable organizations	338	$3,160,785,374
Corporations or other businesses	483	$8,501,331,991

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