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Lawrence Edward Playford

J.p. Morgan Investment Management Inc.

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About Lawrence Edward Playford

Lawrence Edward Playford is an investment advisor representative with J.p. Morgan Investment Management Inc.. Lawrence Edward Playford has been in the industry since 1993. Lawrence Edward Playford holds Series 7, Series 63 and Series 65 licenses. Lawrence Edward Playford was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and J.P. MORGAN SECURITIES INC.. Lawrence Edward Playford is currently registered in Texas.

Firm Information

Lawrence Playford 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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Lawrence Playford’s Registration & Firm History

NY

01/26/2021 - Present

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

NY

01/24/2000 - 08/03/2006

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

10/06/1999 - 01/28/2000

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

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Licenses & Designations

IA

Issued 12/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence Edward Playford.
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