J.P. Morgan Securities LLC
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About this Advisor
Jesse Starr is a certified financial planner who works in San Diego, California, who has been in the financial industry for 11 years. Starr is an employee of J.P. Morgan Securities LLC. During their career, the advisor has held roles at Raymond J Lucia Companies Inc, Lucia Securities, LLC, First Allied Securities, Inc, Rjl Wealth Management, LLC and Jpmorgan Securities LLC. Starr maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in San Diego, California. It has offices in 5,365 locations and a total of 5,713 employees. It manages $113 billion in assets between its 505,984 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 190 charities and foundations. Of its 505,984 customer accounts, 16% belong to high-net-worth investors who have greater than $1 million in assets. J.P. Morgan Securities LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually depend on which service is offered. However, fees billed by J.P. Morgan Securities LLC can consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jesse Starr Work History
Jesse has 11 years of experience.
Jpmorgan Securities LLC
Lucia Securities, LLC
Rjl Wealth Management, LLC
Raymond J Lucia Companies Inc
First Allied Securities, Inc
Jesse Starr has disclosures.
Please visit their SEC profile for more details.