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Jeff Allen Whipple

J.p. Morgan Investment Management Inc.

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About Jeff Allen Whipple

Jeff Whipple is an Investment Advisor Representative with J.p. Morgan Investment Management Inc.. Jeff has been in the industry since August 2005 and currently holds registrations in Texas. Jeff's previous employment was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeff has experience with a wide range of investment products and services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jeff also offers pension consulting and educational seminars.

Firm Information

Jeff Whipple 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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Jeff Whipple’s Registration & Firm History

NY

09/15/2020 - Present

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

OH

08/25/2005 - 01/19/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeff Allen Whipple.
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