Curtis White is a registered investment advisor at J.P. Morgan Investment Management INC., based in New York, NY, with 8 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111,647 clients with $3000B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
J.P. Morgan Investment Management (JPMIM) is primarily focused on institutional clients. The firm offers its services to individual investors through wrap fee programs, where fees are determined by the program sponsor. JPMIM receives a portion of the asset-based fee charged by the sponsor, ranging from 0.035% to 0.80% annually, depending on the investment mandate and terms negotiated with the sponsor or client.
Location
270 Park Avenue, New York, NY, 10017-2014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J.P. Morgan Investment Management INC.
Previous Registrations
Jpmorgan Asset Management
State Registrations1 state
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