J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

SAN FRANCISCO, California·16 registered advisors·CRD# 108559
SEC# 801-5629332415-392-1400
01

Firm Overview

AUM
$86.3B
Regulatory assets under management
Employees
690
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PORTFOLIO CONSULTING / FLAT FEE
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

16 registered advisors
Andrew C Burge
SAN FRANCISCO, California
Arthur Alexander Arnold
SAN FRANCISCO, California
Brian David Riley
SAN FRANCISCO, California
Christopher J Wolfe
SAN FRANCISCO, California
Christopher Mark Liuzzi
SAN FRANCISCO, California
Craig Michael Sullivan
SAN FRANCISCO, California
David Charles Tateosian
SAN FRANCISCO, California
Hanim Basak Koralturk
SAN FRANCISCO, California
Helene J Jepson
SAN FRANCISCO, California
Holly Hao-Man Lam
SAN FRANCISCO, California
Katherine August-Dewilde
SAN FRANCISCO, California
Michelle Watson
SAN FRANCISCO, California
Nicolas Robin Gentin
SAN FRANCISCO, California
Robert Lee Thornton
SAN FRANCISCO, California
Sahil Wesley Desai
SAN FRANCISCO, California
Theodore F Dimig
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
16 advisors

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Data sourced from SEC Form ADV filings. J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (CRD# 108559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.