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 organized as a corporation and is classified in the dataset as a fund distributor rather than an asset manager or investment advisor. The firm has been registered with the SEC since 2000 and is identified as a domestic entity/individual owner type. The record indicates the entity does not act as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Available information focuses on the firm’s distribution role; there are no disclosures here about advisory mandates, portfolio management, model delivery, or client segmentation. That positioning suggests the entity’s primary function is intermediary distribution of fund products rather than acting as a discretionary manager or serving as a wealth management advisory hub.

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

Contacts

3 of 93
  • Joy Dowd

    Joy Dowd

    Managing DirectorCRD 3198471

  • Toni Kelly

    Toni Kelly

    Vice PresidentCRD 1055288

  • James Hoffmann

    James Hoffmann

    Executive DirectorCRD 1949574

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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