linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alberto Sanchis

J.p. Morgan Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alberto? Claim Your Profile

About Alberto Sanchis

Alberto Sanchis is a financial advisor with J.p. Morgan Investment Management Inc., based in New York, New York. Alberto has over 5 years of experience in the financial services industry. Prior to joining J.p. Morgan Investment Management Inc., Alberto worked at J.P. MORGAN SECURITIES LLC and JP MORGAN CHASE BANK. Alberto is registered with the state of Texas.

Firm Information

Alberto Sanchis is currently registered with J.p. Morgan Investment Management Inc.. J.P. Morgan Investment Management Inc. is an investment advisor based in NEW YORK, NY. It manages over $2.5 trillion in assets for a variety of clients, including individuals, institutions, and corporations. The firm offers a range of services, including portfolio management, pension consulting, and educational seminars. J.P. Morgan Investment Management is registered with the SEC and has a strong track record of success.
J.p. Morgan Investment Management Inc.

383 MADISON AVENUE

NEW YORK, NY 10179-0001

$2.55T

Assets Under Management

48

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alberto Sanchis’s Registration & Firm History

NY

10/27/2020 - Present

J.p. Morgan Investment Management Inc. (NEW YORK NY)

NY

05/19/2014 - 11/14/2019

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

Not sure if Alberto Sanchis is right for you?

Licenses & Designations

BC

Issued 06/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alberto Sanchis.
Not sure if Alberto Sanchis is right for you?