Jesse
Starr

J.P. Morgan Securities LLC

CRD#5376837
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

16861 Bernardo Center Dr.
San Diego, CA 92128

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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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.

2012 - Present (7 years)

Jpmorgan Securities LLC

2011 - 2012 (1 year)

Lucia Securities, LLC

2010 - 2012 (2 years)

Rjl Wealth Management, LLC

2007 - 2010 (3 years)

Raymond J Lucia Companies Inc

2007 - 2011 (4 years)

First Allied Securities, Inc

Disclosures

Jesse Starr has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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