Jpmorgan Distribution Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
93
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
104234
Registered since
November 13, 2000

Firm profile

FINTRX

Overview

Jpmorgan Distribution Services, Inc. is registered as a corporate fund distributor and appears to operate primarily on the distribution side of the asset management business rather than as an investment manager. FINTRX indicates the entity was registered with the SEC in 2000 and is owned by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor or a multistate adviser. The snapshot fields in the source describe classification and certain regulatory characteristics but do not list advisory activities, fee models, or client segments. That profile suggests the firm's role is focused on fund distribution activities rather than running discretionary portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 93
  • Brian Sullivan

    Brian Sullivan

    Registered RepresentativeCRD 2247477

  • Michelle Badgett

    Michelle Badgett

    Vice PresidentCRD 6698148

  • Matthew Frank

    Matthew Frank

    Vice PresidentCRD 5927067

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1111 Polaris Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth