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Elizabeth Anne Catchpole

J.p. Morgan Securities LLC

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About Elizabeth Anne Catchpole

Elizabeth Catchpole is a financial advisor with J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Elizabeth has been in the industry since 2003 and has held previous roles at J.P. MORGAN SECURITIES INC. and MORGAN STANLEY & CO., INCORPORATED. Elizabeth holds a Series 16 license, and is registered with FINRA. Elizabeth specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Elizabeth Catchpole 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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Elizabeth Catchpole’s Registration & Firm History

NY

10/01/2008 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

09/28/2006 - 10/01/2008

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

NY

02/03/2003 - 09/06/2005

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/27/2003

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Elizabeth Anne Catchpole.
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