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Ramy El-menshawy

Investment adviser representative at J.p.morgan Wealth Management Solutions Inc.
21 yearsExperience
1 stateRegistered in
$9MFirm assets
1 yearFirm in business

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How the firm charges

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

Other

Services the firm offers

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

  • Portfolio management

Experience

21 years in the industry.

  1. J.p.morgan Wealth Management Solutions Inc.Nov 2025 to now
  2. J.P. Morgan Private Investments, Inc.Nov 2020 to now
  3. JPMorgan Chase Bank, N.A.Aug 2005 to now

Exams passed

No exams in this record.

State registrations

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

J.p.morgan Wealth Management Solutions Inc.

$9MAssets managed
33Clients
10Advisers
1 yearIn 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
7310257
Firm CRD
335439
Advisor's SEC record (opens in a new tab)
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