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Fabiana Menks Coelho

J.p. Morgan Securities LLC

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About Fabiana Menks Coelho

Fabiana Menks Coelho is a registered representative at J.p. Morgan Securities LLC. Fabiana is licensed in Texas. Fabiana has been a registered representative since September 2024. Fabiana has previously worked at Citizens Securities Inc., J.P. MORGAN SECURITIES LLC, JPMORGAN CHASE BANK, N.A., Bank of America Merrill Lynch, Trade The News, and BNY MELLON. Fabiana has passed the Uniform Combined State Law Examination. J.p. Morgan Securities LLC has more than $50 billion in assets under management and advises over 262,000 clients. J.p. Morgan Securities LLC is a registered investment adviser and its services include financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Fabiana Coelho 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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Fabiana Coelho’s Registration & Firm History

MA

09/13/2024 - Present

J.p. Morgan Securities LLC (Acton MA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fabiana Menks Coelho.
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