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Shane Duffy is a registered representative with J.p. Morgan Investment Management Inc. based in London, United Kingdom. Shane has been in the industry since August 2000. Shane specializes in providing advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Shane holds a Series 65 license and is registered with the state of Texas.
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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04/27/2021 - Present
J.p. Morgan Investment Management Inc. (London )
Active
Inactive
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