J.P. Morgan Private Investments INC.
New York, NY·SEC-registered · CRD #110186
J.P. Morgan Private Investments INC. is an SEC-registered investment advisory firm in New York, NY managing $470B across 1.4M client accounts, with 96 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$470B
Client accounts
1.4M
Advisory staff
96
Fee model
Fee-only
How J.P. Morgan Private Investments INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL J.P. MORGAN PRIVATE INVESTMENTS INC.
See how J.P. compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with J.P. Morgan Private Investments INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with J.P. Morgan Private Investments INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about J.P. Morgan Private Investments INC.
How much does J.P. Morgan Private Investments INC. manage?
Per its most recent SEC Form ADV filing (06/26/2026), J.P. Morgan Private Investments INC. reports $470B in regulatory assets under management across roughly 1.4M client accounts.
How does J.P. Morgan Private Investments INC. charge?
J.P. Morgan Private Investments INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J.P. Morgan Private Investments INC. a fiduciary?
Yes. J.P. Morgan Private Investments INC. is registered with the U.S. Securities and Exchange Commission (CRD #110186), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J.P. Morgan Private Investments INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J.P. Morgan Private Investments INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from J.P. Morgan Private Investments INC.'s public SEC Form ADV filing (CRD #110186, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J.P. Morgan Private Investments INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J.P. Morgan Private Investments INC.? Claim this profile.