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FIND A J.P. MORGAN PRIME INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at J.P. MORGAN PRIME INC.

CRD#: 282107
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

J.P. MORGAN PRIME INC. is located at 383 Madison Avenue, New York, NY 10179 and was first established at New York, Delaware in 10/02/2015. After operating for 10 years, J.P. MORGAN PRIME 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 J.P. MORGAN PRIME INC.’s clients are individuals and 0% of their clients are high net worth individuals. J.P. MORGAN PRIME INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at J.P. MORGAN PRIME INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 J.P. MORGAN PRIME 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 J.P. MORGAN PRIME 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.

Crafted using large generative AI models

Where the Statistical Data for J.P. MORGAN PRIME INC. Comes From

Understanding the Statistics for J.P. MORGAN PRIME INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
383 Madison Avenue, New York, NY 10179
Mailing Address
1111 Polaris Parkway, Columbus, OH 43240
Firm Size
Small
Phone Number
(212) 272-2000
Established
Delaware since 10/02/2015
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
J.P. MORGAN SECURITIES LLCSTOCK HOLDER79
COLLINS, JAMES MICHAELCHIEF FINANCIAL OFFICER2725065
DEMPSEY, PATRICK PAULTREASURER2830362
DICESARE, MICHAEL EDIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHAIR4706326
KLION, ROGER JAYCHIEF OPERATIONS OFFICER AND DIRECTOR5082261
MEDINA, MATTHEW JOSEPHCHIEF LEGAL OFFICER8115839
SHERRICK, EILEEN FRANCESCHIEF COMPLIANCE OFFICER2225907
SISTO, MICHAEL JDIRECTOR5151797

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Advisor's working at J.P. MORGAN PRIME INC.

JS

Jerry Stern

RR
CRD#: 1796270
Location:
New York, NY 10179
Company:
J.P. MORGAN PRIME INC.
Disclosures:
Experience:
20 years
View Profile
KF

Kevin M Fitzgerald

Kevin M Fitzgerald, Kevin Michael Fitzgerald
RR
CRD#: 1997820
Location:
New York, NY 10179
Company:
J.P. MORGAN PRIME INC.
Disclosures:
Experience:
27 years
View Profile
ES

Eileen F Sherrick

Eileen Frances Sherrick
RR
CRD#: 2225907
Location:
New York, NY 10017
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
33 years
View Profile
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