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FIRM PROFILE
Overview
JPMORGAN DISTRIBUTION SERVICES, INC. is located at 1111 Polaris Parkway, Columbus, OH 43240 and was first established at Chicago, Delaware in 10/25/1999. After operating for 26 years, JPMORGAN DISTRIBUTION SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JPMORGAN DISTRIBUTION SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. JPMORGAN DISTRIBUTION SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JPMORGAN DISTRIBUTION SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JPMORGAN DISTRIBUTION SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JPMORGAN DISTRIBUTION SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for JPMORGAN DISTRIBUTION SERVICES, INC. Comes From
Understanding the Statistics for JPMORGAN DISTRIBUTION SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1111 Polaris Parkway, Columbus, OH 43240
1111 Polaris Parkway Mail Code: Oh1-0004, Columbus, OH 43240
Small
(201) 595-1958
Delaware since 10/25/1999
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | ||
| BARTA, WENDY KAY | PRESIDENT AND DIRECTOR | 2855534 | |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 | |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 | |
| LISHER, ANDREA | DIRECTOR | 4493750 | |
| MACHULSKI, MICHAEL RICHARD | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER AND DIRECTOR | 4726972 | |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
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Advisor's working at JPMORGAN DISTRIBUTION SERVICES, INC.
Kyler Emerson Cox
Timothy A Thiebout
James A Hoffmann
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