Morgan J P Fsb (Palm Beach)

Morgan J P Fsb is a large advisory firm based in Palm Beach. It manages $19.97 billion of regulatory assets for 4,129 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan J P Fsb provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan J P Fsb: assets under management

The assets under management (AUM) of Morgan J P Fsb is $19.97 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.8 billion in discretionary accounts and $13.18 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.35 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan J P Fsb for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan J P Fsb

Mary Elizabeth Watkins has been acting as President since 1 Feb 1999. Hal Allen Lambert joined the executive team most recently as the Member Of Investment Committee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bernard F. Curry	Director	1 Jun 1991	Other	4359959
Irving Saul Shapiro	Director	1 Jun 1991	Other	4340241
J.P. Morgan Florida Holdings Corp.	Shareholder	1 Jun 1991	75% - 100%	51-0337360
James Joseph Watson	Member of investment committee	1 Jun 1991	Other	4362379
Patrick A Devanney	Member of investment committee	1 Jun 1991	Other	4362458
Mary Campbell Dickens	Member of investment committee	1 Jun 1991	Other	4362464
Karen S Ikeda	Member of investment committee	1 Jun 1991	Other	3081925
Ann Theresa Semmer	Member of investment committee	1 Jun 1991	Other	3081920
Judy Ann Marie Marshall	Member of investment committee	1 Jun 1991	Other	4362527
Harvey J Struthers	Member of investment committee	1 Jun 1991	Other	3081921
Jr. Robert F. Phelps	Member of investment committee	1 Jul 1991	Other	4362542
James C.P. Berry	Secretary/general counsel	1 Nov 1991	75% - 100%	4361911
Joseph A Pisano	Compliance officer	1 Feb 1993	Other	4361918
Frederick C. Witsell	Director	1 Jul 1993	Other	4359973
Beth Clark Rodriquez	Member of investment committee	1 Mar 1995	Other	4362530
Andrew Fulkerson Mcgrade	Member of investment committee	1 Aug 1996	Other	1509175
Thad Christopher Toothman	Member of investment committee	1 Nov 1997	Other	4362501
Robert Royce Williams	Member of investment committee	1 Sep 1998	Other	3084505
Mary Elizabeth Watkins	Director/chairman	1 Feb 1999	Other	2025836
Vernon Monroe Schreiner	Director	1 May 1999	Other	4359977
Joel Ira Cohen	Director	1 May 1999	Other	1506625
Peter Emeric Miller	Director	1 May 1999	Other	3084482
Dorothy Fecht Luntey	Member of investment committee	1 Jun 1999	Other	4362518
Michael Henry Engelbrecht	Director	1 Sep 1999	Other	3084485
Charles Roberts Phillips	Member of investment committee	1 Sep 1999	Other	3081948
Hal Allen Lambert	Member of investment committee	1 Oct 1999	Other	4090327

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
J.P. Morgan Chase & Co.	Holding company	1 Jun 1991	25% - 50%	13-2624428
J.P. Morgan International Holdings Corp.	Holding company	1 Jun 1991	50% - 75%	51-0290040

Based in Palm Beach

The principal office where Morgan J P Fsb performs its advisory services is located at 109 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-838-4600 or by fax 561-833-3810. The normal business hours are 9 am - 5 pm on Monday - Friday.