Michael T. Joelson

J.P. MORGAN PRIVATE INVESTMENTS

New York, NY 10172

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CRD#: 6493875

Professional summary

Michael Travis Joelson, who also goes by Michael Joelson, Michael T Joelson, is a registered financial advisor currently at J.P. MORGAN PRIVATE INVESTMENTS INC. located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Joelson | Michael T Joelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Travis Joelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 13, 2024 - Present

J.P. MORGAN PRIVATE INVESTMENTS INC.

Office #1: 277 Park Ave, New York, NY 10172

RIA

CRD#: 110186

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J.P. MORGAN PRIVATE INVESTMENTS INC.

CRD#: 110186 / SEC#: 801-41088

RIA

Registered Investment Advisory firm - (5/15/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

J.P. MORGAN PRIVATE INVESTMENTS INC.

CRD#: 110186 / SEC#: 801-41088

RIA

Registered Investment Advisory firm - (5/15/1992 Approved)

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Contact information

Main Address

383 Madison Floor 5, New York, NY 10179

Mailing Address

390 Madison Avenue, New York, NY 10017-2513

Phone number

(212) 464-2070

Established

Firm type

Fiscal year end

# of Employees

714

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

J.P. MORGAN PRIVATE INVESTMENTS - MANAGED INVESTMENT SERVICES PROGRAM ADV 2A (10/9/2025)

J.P. MORGAN PRIVATE INVESTMENTS INC. (3/31/2025)

J.P. MORGAN PRIVATE INVESTMENTS INC. - WRAP PROGRAMS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,099,136
AUM (Assets Under Management)	$ 375,626,396,352

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael T. Joelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Travis Joelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN PRIVATE INVESTMENTS INC.

Primary Firm SEC Registration

J.P. MORGAN PRIVATE INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Current Firm

J.P. MORGAN PRIVATE INVESTMENTS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.P. MORGAN PRIVATE INVESTMENTS INC.

TRUST BUT VERIFY

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