Norman Lang
Norman Lang is a registered investment advisor at J.P. Morgan Securities LLC, based in Boston, MA, with 43 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
50 Rowes Wharf, 4th Floor, Boston, MA, 02110
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2001Customer Dispute
November 1991Other Business Activities
Norman is the sole proprietor and investor of Lang Productions, a small video production company, since 2014, dedicating minimal time to it. Since 2018, Norman is also an employee of JPMorgan Securities and JPMorgan Bank, offering bank products and services.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Gruntal & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Shearson Lehman Hutton INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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.