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Manish Goyal

Investment adviser representative at J.P. Morgan Investment Management Inc.
12 yearsExperience
1 stateRegistered in
$3.5TFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. J.P. Morgan Investment Management Inc.Jan 2021 to now
  2. J.P. Morgan Asset ManagementJan 2021 to now
  3. JP Morgan Chase Bank, N.A.Jun 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 1 state (TX).

J.P. Morgan Investment Management Inc.

$3.5TAssets managed
128,965Clients
49Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2826618
Firm CRD
107038
Advisor's SEC record (opens in a new tab)
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