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J.P. Morgan Clearing Corp. (New York)


J.P. Morgan Clearing Corp. is a related adviser based in New York. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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J.P. Morgan Clearing Corp provides sponsor third party investment advisor platform for use by other advisors. no investment or portfolio recommendations made.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.


J.P. Morgan Clearing Corp has custody of $74.88 million in cash and securities for 427 clients in total but doesn’t act as a qualified custodian.

Careers at J.P. Morgan Clearing Corp.

Bruce Michael Lisman has been acting as President since 1 Jan 2008. Michael Mather Boardman joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Jeffrey Carl Bernstein Chief operations officer, director 1 Feb 1991 Other 1844904
Stearns & Co. Inc. Bear Shareholder 1 Mar 1991 75% - 100% 79
J.P.Morgan Securities Inc. Shareholder 1 Mar 1991 75% - 100% 79
J.P. Morgan Securities Llc Shareholder 1 Mar 1991 75% - 100% 79
William Howard Freilich Chief legal officer 1 Feb 2004 Other 2203801
Denis Joseph Mccarthy Chief compliance officer 1 Feb 2004 Other 1415768
Steven Daniel Meyer Director 1 Dec 2006 Other 1455831
Bruce Edward Geismar President, director 1 Jan 2008 Other 1112574
Michael Minikes Chief execution officer 1 Jan 2008 Other 1204499
Bruce Michael Lisman Director 1 Jan 2008 Other 310689
James Michael Collins Chief financial officer 1 Jun 2008 Other 2725065
Lisa Joan Fitzgerald Treasurer 1 Jun 2008 Other 1542376
Anthony James Horan Secretary 1 Jun 2008 Other 1970798
Peter David Cherasia Director 1 Jun 2008 Other 2101551
Richard David Berliand Director 1 Jun 2008 Other 1865460
Carlos M Hernandez Director 1 Jun 2008 Other 2647255
Jp Morgan Chase & Co Stock holder 1 Jul 2008 75% - 100% 13-2624428
Joseph John Triarsi Director 1 Feb 2009 Other 2272168
Louis Lebedin Director 1 Feb 2009 Other 4356587
Bruce Edward Geismar Chief administrative officer 1 Nov 2009 Other 1112574
Michael Minikes Chairman and president 1 Nov 2009 Other 1204499
Barry Sommers Director 1 Nov 2009 Other 2301454
Joseph C Noto Treasurer 1 Jan 2011 Other 4688658
Patrick C Kirby Chief operating officer and director 1 Mar 2011 Other 2595086
Teresa Ann Heitsenrether Director 1 Jul 2012 Other 2722512
John Simpson Horner Director 1 Jul 2012 Other 2161288
Jeffrey Mark Lipman Secretary 1 Jul 2012 Other 717915
Julius Raphael Leiman Carbia Chief compliance officer 1 May 2013 Other 2468086
Daniel Robert Deegan Director 1 May 2013 Other 1143339
Jeffrey Carl Bernstein Director 1 Jun 2013 Other 1844904
John James Mckenna Director 1 Jun 2013 Other 2732946
Michael Minikes Director 1 Jul 2013 Other 1204499
Teresa Ann Heitsenrether Chairman, chief executive officer 1 Jul 2013 Other 2722512
Patrick Paul Dempsey Treasurer 1 Jul 2013 Other 2830362
Michael Mather Boardman Director 1 Dec 2013 Other 4281003

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jp Morgan Chase & Co. Stock holder 1 Jul 2008 75% - 100% 13-2624428

Based in New York

The principal office where J.P. Morgan Clearing Corp. performs its advisory services is located at 383 Madison Avenue, New York, NY 10179 The mailing address of the firm is 575 Washington Blvd, 12 Th Floor, Jersey City, NJ 07310. An additional office of the firm is in Brooklyn, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-634-1428 or by fax 347-643-1775. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.bearstearns.com.


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