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Chad L Karpoff

J.P.MOrgan Wealth Management Solutions Inc.

New York, NY

New York, NY

J.P. Morgan Securities LLC

New York, NY

CRD 7925442

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Employer firm

J.p.mOrgan Wealth Management Solutions Inc. CRD 335439

$8.99M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO OVERLAY AND TRADE IMPLEMENTATION SERVICES

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

Current Employers
J.P.MOrgan Wealth Management Solutions Inc.

270 Park Avenue Floor 10, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

270 Park Ave, New York, NY 10017 • United States

270 Park Avenue Floor 10, New York, NY 10017 • United States

J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-19
  • TX RA
    APPROVED
    Since 2024-07-19

Branch Locations

270 Park Ave Floor 10, New York, NY 10017 • 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
Jpmorgan Chase Bank, N.A. New York NY 07/1999 Present
J.P. Morgan Securities Llc New York NY 05/2024 Present
J.P.MOrgan Wealth Management Solutions Inc. New York NY 10/2025 Present
Previous Registrations
Other Names
  • Chad L Karpoff
  • Chad Karpoff

View on SEC IAPD

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