J.p.morgan Wealth Management Solutions Inc.
● SEC registered since 2025CRD 335439SEC# 801-132761New York, NY
Reg. AUM
$9M
Employees
65
Accounts
33
Location
New York, NY
J.p.morgan Wealth Management Solutions Inc. assets under management
J.p.morgan Wealth Management Solutions Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2025. It reports $9 million in regulatory assets under management and employs 65 people.
J.p.morgan Wealth Management Solutions Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abby Lynn Ingber | Chief Legal Officer | Under 5% | 2024 |
| Christopher Skoldberg | Chief Financial Officer | Under 5% | 2024 |
| Georgiy V Zhikharev Control | Director | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does J.p.morgan Wealth Management Solutions Inc. manage?
J.p.morgan Wealth Management Solutions Inc. reports $9 million in regulatory assets under management on its Form ADV.
How many employees does J.p.morgan Wealth Management Solutions Inc. have?
J.p.morgan Wealth Management Solutions Inc. reports 65 employees.
Where is J.p.morgan Wealth Management Solutions Inc. located?
J.p.morgan Wealth Management Solutions Inc. is based in New York, NY and has been SEC-registered since 2025.
Does J.p.morgan Wealth Management Solutions Inc. disclose fund performance?
J.p.morgan Wealth Management Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 Park Avenue, Floor 10, New York, NY 10017 |
| Phone | 212-464-2070 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$9Mregulatory AUM
Discretionary $9M