Jpmorgan Distribution Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
91
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 has been SEC-registered since 2000. Publicly reported attributes in FINTRX characterize the entity as an unclassified firm with ownership described as a domestic entity and individual. The profile indicates the organization does not operate as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The source file does not include descriptive detail about the firm’s business lines, advisory activities, client segments, or fee model, so there is limited visibility into how the entity positions itself commercially or what services it provides to clients.

Assets & Accounts

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

Owners & executives

1 of 1
  • Stephen Ungerman

    Chief Compliance OfficerCRD 2315698

Contacts

3 of 90
  • Brian Sullivan

    Brian Sullivan

    Registered RepresentativeCRD 2247477

  • Michelle Badgett

    Michelle Badgett

    Vice PresidentCRD 6698148

  • Matthew Frank

    Matthew Frank

    Vice PresidentCRD 5927067

Unlock 87 more contacts

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