J.P. MORGAN INVESTMENT MANAGEMENT INC.

383 Madison Avenue
New York, New York 10179-0001
Tel: (800) 343-1113

About J.P. MORGAN INVESTMENT MANAGEMENT INC.

JP MORGAN INVESTMENT MANAGEMENT INC, formally registered with the SEC as JP MORGAN INVESTMENT MANAGEMENT INC. The firm was established in 04/04/1984. They have over 280 offices throughout the country.

J.P. MORGAN INVESTMENT MANAGEMENT INC. is a New York, New York based Financial Planning firm with nearly $2,549,092,782,514 assets under management, offering retirement planning & investment advisory services to 92898 clients. The firm is staffed with 3167 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107038
SEC#	801-21011
Assets Managed by Firm	$2,549,092,782,514
No. of Clients	92898
No. of Advisors	3167

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
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	92898	$2,549,092,782,514
High net worth individuals	14	$4,188,868,093
Pension and profit sharing plans	848	$142,675,227,222
Charitable organizations	177	$17,304,272,061
Other investment advisers	38	$4,298,745,410
Corporations or other businesses	357	$125,657,620,081

More Retirement Planning firms in New York, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221

Explore More Retirement Advisors in New York, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.