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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thad? Claim Your ProfileThad Joseph Paskell is an investment advisor representative with J.P. Morgan Investment Management Inc. based in New York, New York. Thad has been in the industry since 1988 and is licensed in Texas. Thad has also worked with Ross, Sinclair & Associates, Inc. and Banc One Capital Corporation. Thad Paskell's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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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2
NY
09/15/2020 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
OH
07/16/1998 - 02/16/1999
ROSS, SINCLAIRE & ASSOCIATES, INC. (CINCINNATI OH)
OH
07/30/1993 - 07/31/1997
BANC ONE CAPITAL CORPORATION (COLUMBUS OH)
OH
02/01/1988 - 08/05/1993
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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