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Jeffrey Mcaleney

J.P. Morgan Securities LLC
44 Years of Experience
Morristown, NJ
9 DisclosuresBroker
View SEC Summary
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Jeffrey Mcaleney is a registered investment advisor at J.P. Morgan Securities LLC, based in Morristown, NJ, with 44 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

225 South Street 2nd Floor, Morristown, NJ, 07960

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Denied
Customer Dispute
December 2014
Settled
Customer Dispute
March 2014
Withdrawn
Customer Dispute
April 2010
Settled
Customer Dispute
February 2009
Settled
Customer Dispute
January 2009
Settled
Customer Dispute
October 2006
Settled
Customer Dispute
August 1997
Settled
Customer Dispute
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is an employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he offers bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
December 2005 - Present · 20 yrs 10 mos
J.P. Morgan Securities LLC
November 2005 - Present · 20 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2005 - Present · 20 yrs 11 mos
Previous Registrations
RBC Dain Rauscher INC.
May 2002 - December 2005 · 3 yrs 7 mos
RBC Dain Rauscher INC.Broker
March 2002 - December 2005 · 3 yrs 9 mos
Tucker Anthony IncorporatedBroker
September 1999 - March 2002 · 2 yrs 6 mos
Gibraltar Securities CO.Broker
October 1981 - September 1999 · 17 yrs 11 mos
State Registrations26 states
AZCACOCTDCDEFLGAHIIAINKYMAMDMINCNJNYOHPARISCTNTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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