Jpmorgan Distribution Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
90
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. FINTRX classifies the firm as "Unclassified" and lists its owner type as a mix of domestic entity and individual. The profile contains limited disclosure about the firm's advisory or business activities; there are no line-item descriptions of services, client types, or fee arrangements in the available data. The record indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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 89
  • Brian Sullivan

    Brian Sullivan

    Registered RepresentativeCRD 2247477

  • Michelle Badgett

    Michelle Badgett

    Vice PresidentCRD 6698148

  • Matthew Frank

    Matthew Frank

    Vice PresidentCRD 5927067

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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