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Anne Michelle Valladolid Hallam

J.P. Morgan Investment Management Inc.

New York, NY

CRD 7270329

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Employer firm

J.p. Morgan Investment Management Inc. CRD 107038

$3.52T regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Investment Management Inc.

270 Park Avenue, New York, NY 10017-2014 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-15
  • TX RA
    APPROVED_RES
    Since 2020-09-15

Branch Locations

270 Park Avenue, New York, NY 10017-2014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Asset Management New York NY 06/2020 Present
J.P. Morgan Chase Bank, N.A. New York NY 07/1999 Present
  • 06/2020 → Present
    J.P. Morgan Asset Management
    New York, NY
  • 07/1999 → Present
    J.P. Morgan Chase Bank, N.A.
    New York, NY

View on SEC IAPD

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