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J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

NEW YORK, NY · CRD 335439 · IAPD ↗ · chase.com · 212-464-2070

$9.0MRegulatory AUM
11Advisory reps
65Employees
0Clients
0Planning clients
0Private funds
53States
13Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.