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 263 offices throughout the country.

J.P. MORGAN INVESTMENT MANAGEMENT INC. is a New York, New York based Financial Planning firm with nearly $2,011,986,210,191 assets under management, offering retirement planning & investment advisory services to 52157 clients. The firm is staffed with 3116 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107038
SEC#	801-21011
Assets Managed by Firm	$2,011,986,210,191
No. of Clients	52157
No. of Advisors	3116

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
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	52157	$2,011,986,210,191
High net worth individuals	15	$5,102,021,143
Pension and profit sharing plans	920	$144,195,774,757
Charitable organizations	178	$15,734,556,126
Other investment advisers	37	$3,789,379,806
Corporations or other businesses	290	$104,479,701,743

Inquire with J.P. MORGAN INVESTMENT MANAGEMENT INC.

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