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 a corporate entity that has been registered with the SEC since 2000. FINTRX classifies the firm as unclassified and lists its owner type as a domestic entity/individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state or newly formed adviser. There are no publicly provided descriptions of its advisory activities, client segments, or fee arrangements.

Assets & Accounts

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

Owners & executives

1 of 1
  • Stephen Ungerman

    Chief Compliance OfficerCRD 2315698

Contacts

3 of 92
  • Brian Sullivan

    Registered RepresentativeCRD 2247477

  • Michelle Badgett

    Vice PresidentCRD 6698148

  • Matthew Frank

    Vice PresidentCRD 5927067

Unlock 89 more contacts

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