Stephen Mckenzie is a registered investment advisor at J.P. Morgan Securities LLC, based in Atlanta, GA, with 39 years of industry experience. Stephen 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
3424 Peachtree Rd NE Floor 06, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is employed by Comerica Wealth Management, dedicating about 10-20% of his time to this role since November 2023. This is an investment-related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Capital Investment Group, INC.Broker
Uvest Investment ServicesBroker
Cigna Financial Advisors,inc.Broker
Bb&t Investment Services of South Carolina, INC.Broker
Bb&t Investment Services, INC.Broker
Southern National Investment Services, INC.Broker
Jmc Financial CorporationBroker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations53 states
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