NAPA Firm Partners • Broker-Dealers & RIAs
IRON Financial
J.P.Morgan Wealth Management
Northbrook, IL • ironfinancial.com
New York, NY • www.jpmorganwealthmanagement.com
Key Contact(s)
Key Contact(s)
Richard Friedman • 847.715.3204 • rpf@ironfinancial.com Steven Weil • 847.715.3206 • sweil@ironfinancial.com Cory Eagerman • 847.715.3224 • cory.eagerman@ironfinancial.com
Jim Doyle • 212.272.8410 • jim.doyle@jpmorgan.com Jillian White • 212.272.0403 • jillian.white@jpmorgan.com
Firm Profile IRON Financial is an independent asset manager serving a diverse universe of financial intermediaries and institutions. For over 25 years, we have prided ourselves on the integrity, independence, and innovation that continues to earn us the trust and confidence of our clients. With a focus on low cost and innovative risk mitigation strategies, IRON manages investment portfolios across core and alternative asset classes and provides comprehensive solutions to the qualified retirement plan marketplace. Our professionals have decades of experience in investment management, qualified plan, and financial services industries.
Firm Profile Global expertise, made personal At J.P. Morgan Wealth Management, we help our clients design bespoke wealth strategies that consider their complex needs across both their personal and professional finances—all while delivering the attention and immediacy of a family office. Our advisors are backed by the strength of our leading global firm, with more than 200 years of proven expertise, experience managing over $2 trillion in assets and powerful insights from around the world. Brokerage/ Advisory products offered through J.P. Morgan Securities LLC, Member FINRA/SIPC.
Primary Market(s) Served
Primary Market(s) Served Options Available • Preferred Provider Program
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• Retirement Sales Desk Representative • Retirement Sales Desk Representative • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • Plan Sponsor Fiduciary Training
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• Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Participant Advice/Participant Services • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • 408(b) (2) – In-House or Outsourced • Minimum Fee Schedules
NAPA BLACK BOOK 2020
Options Available
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