Michael Travis Joelson
Investment adviser representative at J.P. Morgan Private Investments Inc.
18 yearsExperience
1 stateRegistered in
$470BFirm assets
34 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- J.P. Morgan Private Investments, IncApr 2024 to now
- J. P. Morgan Chase Bank, N.A.Jul 2008 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Private Investments Inc.
$470BAssets managed
1,278,255Clients
8Advisers
34 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
- 6493875
- Firm CRD
- 110186