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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Caggia is a registered investment advisor representative with J.P. Morgan Investment Management Inc., based in New York, NY. Michael has been in the industry since August 2002 and has a current registration in Texas. Michael specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. J.P. Morgan Investment Management Inc. is a large investment advisor with offices in New York, NY. The firm manages assets for a range of clients including individuals, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/24/2020 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
Active
Inactive
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