This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

bank affiliated wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=18.0

Regulatory AUM

$9.0MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$9.0M

Private client RAUM

$8.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$899,441derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

65

Advisory employees

11

Offices

1Schedule D 1.F, beyond the principal office

Accounts

33

Individual clients

26

High net worth clients

6

Custody, client assets

$0

SEC number

801-132761

CRD

335439

Filings on the tape

3

First filed

May 16, 2025

Latest filed

Mar 31, 2026

Organised

Corporation, DE

Website

chase.com

• Occurred

  Mar 2, 2026
  Advisor changed firm

  James Deleener left J.P.Morgan Wealth Management Solutions Inc. for Morgan Stanley (registered 2026-03-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad749db3-38ca-b3f0-40d9-0dea390d7e4c

First observed

May 16, 2025

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.