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FORM ADV, PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE J.P. Morgan Securities LLC August 31, 2021 277 Park Avenue New York, New York 10172 8009992000 SEC File No. 8013702 https://www.jpmorgan.com/wealthmanagement/wealthpartners/

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How to fill out form adv part 2a

01

Step 1: Gather all the necessary information and documents required to fill out form ADV Part 2A.

02

Step 2: Start by providing general information about your firm, such as the name, address, and contact details.

03

Step 3: Describe your firm's business activities, investment strategies, and the types of clients you serve.

04

Step 4: Disclose any material conflicts of interest that could potentially impact your clients.

05

Step 5: Provide information about your firm's fees and compensation structure.

06

Step 6: Describe any disciplinary actions or legal proceedings involving your firm or its employees.

07

Step 7: Include details about your firm's affiliations, including any third-party service providers you work with.

08

Step 8: Review the completed form for accuracy and completeness.

09

Step 9: Submit the form electronically through the Investment Adviser Registration Depository (IARD).

Who needs form adv part 2a?

01

Form ADV Part 2A is required for all investment advisers registered with the U.S. Securities and Exchange Commission (SEC) or applicable state securities authorities.

02

It provides essential information about the adviser's business practices, conflicts of interest, and fees, helping clients make informed decisions.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information about a registered investment advisor's services, fees, investment strategies, and potential conflicts of interest.

Who is required to file form adv part 2a?

Registered investment advisors (RIAs) are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state securities regulators.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide detailed information about their services, fees, investment strategies, and conflicts of interest.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about an investment advisor's business, helping them make informed decisions about whether to hire or retain the advisor.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires advisors to disclose information about their services, fees, investment strategies, disciplinary history, conflicts of interest, and other key aspects of their business.

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