J.P. Morgan Wealth Management Solutions Inc. (WMS) provides investment advisory services as part of the J.P. Morgan Managed Investment Services Program. WMS monitors account holdings, rebalances accounts, and implements client instructions. WMS also implements investment instructions from affiliated and unaffiliated managers. Clients can choose between Managed Accounts, where J.P. Morgan exercises investment discretion, or Guided Accounts, where the client maintains investment discretion with guidance from a Financial Advisor.
Assets Under Management$0
ClientsN/A
Advisors10
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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