FD
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Frederick Decker

41 Years of Experience
San Francisco, CA
2 DisclosuresBroker

Frederick Decker is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 41 years of industry experience. Frederick 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.

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
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Location

560 Mission Street, San Francisco, CA, 94105

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History

Regulatory History (2)
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Judgment / Lien
October 2018
Judgment / Lien
January 2015
Other Business Activities

Frederick is an employee of both JPMorgan Securities and JPMorgan Bank since June 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
October 2008 - Present · 18 yrs
J.P. Morgan Securities LLC
October 2008 - Present · 18 yrs
J.P. Morgan Securities LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - November 2008 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1995 - November 2008 · 13 yrs 3 mos
Wells Fargo Securities INC.Broker
January 1989 - August 1995 · 6 yrs 7 mos
Isfa CorporationBroker
July 1986 - December 1988 · 2 yrs 5 mos
Thomson Mckinnon Securities INC.Broker
June 1983 - August 1984 · 1 yr 2 mos
State Registrations19 states
AZCACOCTFLGAMAMNNENJNVNYOHORTNTXVAWAWY
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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