Jpmorgan Distribution Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
92
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. The record identifies the owner type as a mix of domestic entity and individual ownership. The firm is not listed as a capital allocator and the dataset does not describe advisory businesses, pension consulting, or related-adviser activity. It is also marked as not being an active ESG investor and not a multistate or newly formed adviser. The available information focuses on the firm’s role in distribution rather than on portfolio management or advisory services. No public description of client segments, fee models, or specific product lines was supplied in the source material.

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 92
  • 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