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

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