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Morgan J P Fsb

Morgan J P Fsb is a RIA with $20B in AUM. Berry, James C. P. is the majority owner of the firm and has been in this role with the firm since 1991.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$20.0B
Total Assets
4K
Accounts
$4.8M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   James C. P. Berry (75% or more)
  •   J.P. Morgan Florida Holdings Corp. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Mary Elizabeth Watkins Director/Chairman 02/01/1999
Bernard F. Curry Director 06/01/1991
Irving Saul Shapiro Director 06/01/1991
Frederick C. Witsell Director 07/01/1993
Vernon Monroe Schreiner Director 05/01/1999

Affiliated Investment Advisors and Broker Dealers

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Name Type Total Assets
Chase & Md Sass Partners IAR $3,565,699,000

Principal Office & Place of Business

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Principal Office

Address:
Phone Number: No Information
Other Offices Address City State Zip
227 West Monroe Street, Suite 2700 Chicago IL 60606
300 Crescent Court, Suite 400 Dallas TX 75201
333 South Hope Street, 35th Floor Los Angeles CA 90071
101 California Street, 37th Floor San Francisco CA 94111
1650 Market Street, 47th Floor Philadelphia PA 19103

Firm Compensation Arrangements

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No compensation arrangements listed.