JP Morgan Broker -Dealer

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

533

Total plan assets

$19.6M

Filings (rows)

Direct comp

$84K

Indirect comp

Showing only "JP MORGAN BROKER -DEALER"

View all 50 variants aggregated →

JP MORGAN FUNDS313 JP MORGAN INVESTMENT MANAGEMENT311 JP MORGAN242 JP MORGAN CHASE BANK216 JP MORGAN SECURITIES124 JP MORGAN CHASE BANK N A114 JP MORGAN CHASE87

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Quigley-Simpson & Heppelwhite, Inc. Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	190	$7.9M	$34K	$0
Quigley-Simpson & Heppelwhite, Inc. Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	170	$6.6M	$27K	$0
Quigley-Simpson & Heppelwhite, Inc. Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	173	$5.1M	$24K	$0