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Chad L Karpoff

J.p. Morgan Securities LLC

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About Chad L Karpoff

Chad Karpoff is an investment advisor representative at J.P. Morgan Securities LLC, Chad has been with J.P. Morgan Securities LLC since June 2024. Prior to that, Chad was employed at JPMorgan Chase Bank, N.A. in New York, NY from July 1999. Chad has a series 63 license and is registered with Texas. Chad's firm, J.P. Morgan Securities LLC, is a large firm with over $50 billion in assets under management. The firm specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm's client base includes corporations, insurance companies, charitable organizations, high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.

Firm Information

Chad Karpoff is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Chad Karpoff’s Registration & Firm History

NY

07/19/2024 - Present

J.p. Morgan Securities LLC (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad L Karpoff.
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