Michael Travis Joelson

J.P. Morgan Private Investments INC.

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

J.P. Morgan Private Investments INC.

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,099,136 clients

Average Client Portfolio

$342K average

Assets Under Management

$375.6B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

383 Madison, Floor 5, New York, NY, 10179

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

J.P. Morgan Private Investments INC.

May 2024 - Present · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.