J.P.Morgan Wealth Management Solutions Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 335439
· SEC file 801-132761
· New York, NY
· www.jpmorgan.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $9.0M
- Discretionary
- $9.0M
- Clients
- 33
- Avg AUM / client
- $273K
- Accounts
- 33
- Employees
- 65
AUM over time
$0
$9.0M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $4.1M | 45.2% |
| High net worth individuals | 6 | $4.4M | 49.2% |
| Corporations and other businesses | 1 | $501K | 5.57% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew J Casella | Registered representative | Nov 2025 (1y) | ||
| Chad L Karpoff | Registered representative | Nov 2025 (1y) | ||
| James Daniel Roberts | Registered representative | Nov 2025 (1y) | ||
| Anthony M Denicola | Registered representative | Nov 2025 (1y) | ||
| Jason M Cunningham | Registered representative | Nov 2025 (1y) | ||
| Kristine Mary Rooney Granger | Registered representative | Nov 2025 (1y) | ||
| Ramy El Menshawy | Registered representative | Nov 2025 (1y) | ||
| Cameron M Hayes | Registered representative | Nov 2025 (1y) | ||
| Dylan Olsson | Registered representative | Nov 2025 (1y) | ||
| Jonathan Bailey | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- J.P. Morgan $9.0M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗