J.P. Morgan Prime Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282107
Registered since
June 21, 2016

Firm profile

FINTRX

Overview

J.P. Morgan Prime Inc. is organized as a corporation and is listed in source records with owner types described as both a domestic entity and an individual. Public-facing detail about the firm’s business lines, advisory activities, client base, and fee structure is minimal. The firm’s profile entries mark it as unclassified and flag several operational characteristics: it is not listed as a capital allocator, is not identified as an active ESG investor, and is not designated a multi-state adviser. Additional flags indicate it is not newly formed, not a pension consultant, and not recorded as a related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Charles DiVuolo

    Charles DiVuolo

    CFOCRD 2933574

Contacts

3 of 25
  • Mozart Prudent

    Mozart Prudent

    Vice PresidentCRD 5850021

  • Patrick Dempsey

    Patrick Dempsey

    Managing DirectorCRD 2830362

  • Roger Klion

    Managing DirectorCRD 5082261

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
270 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth