Morgan J P Fsb (Palm Beach)


Morgan J P Fsb is a large advisory firm based in Palm Beach. It manages $19.97 billion of regulatory assets for 4,129 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan J P Fsb provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan J P Fsb: assets under management

The assets under management (AUM) of Morgan J P Fsb is $19.97 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.8 billion in discretionary accounts and $13.18 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.35 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan J P Fsb for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan J P Fsb

Mary Elizabeth Watkins has been acting as President since 1 Feb 1999. Hal Allen Lambert joined the executive team most recently as the Member Of Investment Committee.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Bernard F. Curry Director 1 Jun 1991 Other 4359959
Irving Saul Shapiro Director 1 Jun 1991 Other 4340241
J.P. Morgan Florida Holdings Corp. Shareholder 1 Jun 1991 75% - 100% 51-0337360
James Joseph Watson Member of investment committee 1 Jun 1991 Other 4362379
Patrick A Devanney Member of investment committee 1 Jun 1991 Other 4362458
Mary Campbell Dickens Member of investment committee 1 Jun 1991 Other 4362464
Karen S Ikeda Member of investment committee 1 Jun 1991 Other 3081925
Ann Theresa Semmer Member of investment committee 1 Jun 1991 Other 3081920
Judy Ann Marie Marshall Member of investment committee 1 Jun 1991 Other 4362527
Harvey J Struthers Member of investment committee 1 Jun 1991 Other 3081921
Jr. Robert F. Phelps Member of investment committee 1 Jul 1991 Other 4362542
James C.P. Berry Secretary/general counsel 1 Nov 1991 75% - 100% 4361911
Joseph A Pisano Compliance officer 1 Feb 1993 Other 4361918
Frederick C. Witsell Director 1 Jul 1993 Other 4359973
Beth Clark Rodriquez Member of investment committee 1 Mar 1995 Other 4362530
Andrew Fulkerson Mcgrade Member of investment committee 1 Aug 1996 Other 1509175
Thad Christopher Toothman Member of investment committee 1 Nov 1997 Other 4362501
Robert Royce Williams Member of investment committee 1 Sep 1998 Other 3084505
Mary Elizabeth Watkins Director/chairman 1 Feb 1999 Other 2025836
Vernon Monroe Schreiner Director 1 May 1999 Other 4359977
Joel Ira Cohen Director 1 May 1999 Other 1506625
Peter Emeric Miller Director 1 May 1999 Other 3084482
Dorothy Fecht Luntey Member of investment committee 1 Jun 1999 Other 4362518
Michael Henry Engelbrecht Director 1 Sep 1999 Other 3084485
Charles Roberts Phillips Member of investment committee 1 Sep 1999 Other 3081948
Hal Allen Lambert Member of investment committee 1 Oct 1999 Other 4090327

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
J.P. Morgan Chase & Co. Holding company 1 Jun 1991 25% - 50% 13-2624428
J.P. Morgan International Holdings Corp. Holding company 1 Jun 1991 50% - 75% 51-0290040

Based in Palm Beach

The principal office where Morgan J P Fsb performs its advisory services is located at 109 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-838-4600 or by fax 561-833-3810. The normal business hours are 9 am - 5 pm on Monday - Friday.