J.P.Morgan Wealth Management Solutions Inc.

CRD 335439 · New York, NY · $9.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 335439
SEC number: 801-132761
Firm type: RIA
Assets under management: $9.0M as of Mar 31, 2026
Website: www.chase.com ↗
Phone: 212-464-2070
Address: 270 Park Avenue, New York, NY, 10017

Advisors at this firm

10 in our index · page 1 of 1

Jonathan BaileyCRD 7228326 · Columbus, OH

IA Registered
Jason M CunninghamCRD 4795230 · Columbus, OH

IA Registered
Andrew J CasellaCRD 2804378 · New York, NY

IA Registered
Anthony M DenicolaCRD 5494310 · New York, NY

IA Registered
Ramy El-MenshawyCRD 7310257 · New York, NY

IA Registered
Cameron M HayesCRD 5007333 · Columbus, OH

IA RegisteredRegistration inactive
Chad L KarpoffCRD 7925442 · New York, NY

IA Registered
Dylan OlssonCRD 8187070 · New York, NY

IA Registered
James Daniel RobertsCRD 5918133 · Columbus, OH

IA Registered
Kristine Mary Rooney-GrangerCRD 2635792 · New York, NY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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