J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
Latest filing: Jan 10, 2025 (298 days ago)
AUM
$86,270,585,130
0% change vs. 1 year ago
-37% change vs. 3 years ago
-1% change vs. 5 years ago
144% change vs. 10 years ago
Employee Count
690
0% change vs. 1 year ago
-18% change vs. 3 years ago
8% change vs. 5 years ago
110% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
1, SAN FRANCISCO, CA, UNITED STATES, 94111-5602
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $82.9 |
| Non-Discretionary | $3.3 |
| Total | $86.3 |
| Client | AUM |
|---|---|
| Retail | $66.7 |
| Pooled | $6.8 |
| Institutional | $12.7 |
| Total | $86.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 9,451 | $2.3 |
| Average Individual AUM | $246,014 | |
| HNW | 9,349 | $64.4 |
| Average HNW AUM | $6,887,881 | |
| Retail Total | 18,800 | $66.7 |
| Average Retail AUM | $3,548,930 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $69.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $79.4 |
| Retail SMA AUM | $66.7 |
| Institutional SMA AUM | $12.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 59% | $46.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 7% | $5.6 |
| Municipal | 11% | $8.7 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $3.2 |
| HY Credit | 1% | $0.8 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 9% | $7.1 |
| Other Pools | 1% | $0.8 |
| Cash | 8% | $6.4 |
| Other | 0% | $0.0 |
| Total | 100% | $79.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | $2,985.3 | 107038 | |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $386.0 | 135960 | |
| J.P. MORGAN PRIVATE INVESTMENTS INC. | $375.6 | 110186 | |
| J.P. MORGAN SECURITIES LLC | $352.6 | broker-dealer | 79 |
| J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | $21.8 | 20989 | |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC | $7.5 | 134776 | |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | $0.0 | broker-dealer | 102920 |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A.R.L. | $0.0 | 304190 | |
| BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD. | $0.0 | 162933 | |
| JPMORGAN DISTRIBUTION SERVICES, INC. | $0.0 | broker-dealer | 104234 |
| BEAR STEARNS ASSET MANAGEMENT INC. | $0.0 | 113359 | |
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE, LLC | $0.0 | trust company | - |
| J.P. MORGAN TRUST COMPANY OF WYOMING, LLC | $0.0 | trust company | - |
| JPMORGAN CHASE BANK N.A. | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| TATEOSIAN, DAVID, CHARLES | MANAGER |
| GENTIN, NICOLAS, ROBIN | MANAGER |
| BURGE, ANDREW, C | MANAGER |
| HONG, AMY | MANAGER |
| WOLFE, CHRISTOPHER, J | MANAGER AND PRESIDENT |
| LAM, HOLLY, HAO-MAN | CHIEF COMPLIANCE OFFICER |
| DIMIG, THEODORE, F | MANAGER |
| HILL, GLENN | MANAGER |
| DESAI, SAHIL, WESLEY | DEPUTY GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
91 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LISA SIEGEL | SAN FRANCISCO | CA | S66|2024-03-11 | PERSONAL FINANCIAL SPECIALIST | |||||
| MARGARET DOLAN | SAN FRANCISCO | CA | S66|2022-12-17 | ||||||
| DAVID WEITGENANT | SAN FRANCISCO | CA | S63|1990-11-26|S65|2000-08-29 | ||||||
| FRANK DEANDREA | SAN FRANCISCO | CA | S63|2012-11-23|S66|2020-02-25 | ||||||
| WILLIAM LONG | SAN FRANCISCO | CA | S66|2021-02-08 | ||||||
| ALASTAIR IPAPO | SAN FRANCISCO | CA | S66|2011-10-03 | ||||||
| JUSTIN HALL | SAN FRANCISCO | CA | S66|2009-12-21|S65|2013-09-16 | ||||||
| JUSTIN KEATING | SAN FRANCISCO | CA | S63|2015-04-02|S66|2023-08-23 | ||||||
| CAROLINE CONNOLLY | SAN FRANCISCO | CA | S66|2018-05-18 | ||||||
| THOMAS GLAMUZINA | SAN FRANCISCO | CA | S65|2014-10-10|S63|2023-09-27 | ||||||
| LAURA YICK | SAN FRANCISCO | CA | S63|1998-05-11|S66|2005-12-02 | ||||||
| WILLIAM CHRISTIAN | SAN FRANCISCO | CA | S66|2023-02-27 | ||||||
| SCOTT PRICE | SAN FRANCISCO | CA | S65|2017-05-23|S63|2015-09-26 | ||||||
| TRACEY GRAZIOSA | SAN FRANCISCO | CA | S63|2013-11-20|S66|2018-12-22 | ||||||
| JAQUELYN MORBITZER | SAN FRANCISCO | CA | S66|2019-05-06 | ||||||
| JESSIE FOSTER | SAN FRANCISCO | CA | S63|2002-10-28|S65|2005-11-09 | CERTIFIED FINANCIAL PLANNER | |||||
| CELIA GORBATOVSKY | SAN FRANCISCO | CA | S66|2006-11-29 | ||||||
| JEFFREY HARWOOD | SAN FRANCISCO | CA | S63|2015-01-23 | ||||||
| DAPHNE CAR | SAN FRANCISCO | CA | S66|2015-01-28|S63|2019-10-16 | CHARTERED FINANCIAL ANALYST | |||||
| JERALD HALVERSON | SAN FRANCISCO | CA | S63|1993-09-08|S66|2014-08-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-01/08/2001, AL-04/15/1991, AR-01/02/2001, AZ-05/19/1997, CA-04/12/1999, CO-01/08/2001, CT-12/14/1998, DC-03/02/2001, DE-10/27/1993, FL-01/02/1991, GA-01/02/1995, HI-10/28/2004, IA-04/01/2002, ID-03/22/2002, IL-04/19/1999, IN-09/12/1996, KS-03/22/2002, KY-03/22/2002, LA-10/18/2001, MA-04/14/1994, MD-11/13/1990, ME-09/12/1996, MI-04/03/1998, MN-11/20/1990, MO-03/22/2002, MS-03/22/2002, MT-03/31/2005, NC-03/13/2001, ND-03/26/2013, NE-03/26/2013, NH-02/07/1991, NJ-01/19/1994, NM-03/22/2002, NV-12/12/1990, NY-10/31/1990, OH-01/30/2001, OK-06/11/2002, OR-07/03/1991, PA-12/19/1990, PR-06/01/2022, RI-01/01/1993, SC-03/22/2002, SD-03/27/2002, TN-11/30/1990, TX-03/23/1999, UT-03/22/2002, VA-10/04/1990, VI-03/26/2021, VT-01/30/1995, WA-03/22/2002, WI-05/07/1993, WV-01/11/2001, WY-03/28/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV