Jpmorgan Distribution Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
93
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 a corporation that is classified as a fund distributor. The entity is SEC-registered (registration year 2000) and is structured with domestic-entity and individual ownership elements. The firm is identified as a non–capital allocator, which aligns with a distribution/intermediary role rather than acting as an asset manager. The firm’s profile does not highlight investment advisory activity: it is not marked as a multi-state adviser, not an active ESG investor, not a pension consultant, and not classified as a related adviser. Public-facing fields for fee structure, client base, and detailed business or advisory activities are not included in the available profile, which reinforces the view that the organization focuses on fund distribution functions rather than direct wealth management services.

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

Contacts

3 of 93
  • Joy Dowd

    Joy Dowd

    Managing DirectorCRD 3198471

  • Toni Kelly

    Toni Kelly

    Vice PresidentCRD 1055288

  • James Hoffmann

    James Hoffmann

    Executive DirectorCRD 1949574

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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