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Holly Anne Fleiss

J.p. Morgan Investment Management Inc.

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About Holly Anne Fleiss

Holly Anne Fleiss is a registered investment advisor representative with J.P. Morgan Investment Management Inc. Holly has been in the industry since 2005 and holds a Series 7 and Series 66 license. Previously, Holly was a representative with Thinkequity Partners LLC and UBS Financial Services Inc. Holly specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

Firm Information

Holly Fleiss 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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Holly Fleiss’s Registration & Firm History

NY

01/22/2021 - Present

J.p. Morgan Investment Management Inc. (New York NY)

NY

08/10/2005 - 03/06/2007

THINKEQUITY PARTNERS LLC (NEW YORK NY)

NJ

02/10/2005 - 08/18/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 03/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Anne Fleiss.
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