DJ
DJ
David Jaicomo
37 Years of Experience
Indianapolis, IN
1 DisclosureBroker
David Jaicomo is a registered investment advisor at J.P. Morgan Securities LLC, based in Indianapolis, IN, with 37 years of industry experience. David 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 Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $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
5635 N. Illinois, Indianapolis, IN, 46208
Get directionsHistory
Regulatory History (1)
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 1999Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
December 2018 - Present · 7 yrs 10 mos
J.P. Morgan Securities LLCBroker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Wolfrum and CO.
February 2018 - December 2018 · 10 mos
Huntleigh Securities CorporationBroker
January 2018 - December 2018 · 11 mos
Noyes Advisors LLC
August 2015 - January 2018 · 2 yrs 5 mos
David A. Noyes & Company
April 2014 - August 2015 · 1 yr 4 mos
David A. Noyes & CompanyBroker
April 2014 - January 2018 · 3 yrs 9 mos
RBC Capital Markets, LLC
March 2008 - May 2014 · 6 yrs 2 mos
RBC Capital Markets, LLCBroker
February 2008 - May 2014 · 6 yrs 3 mos
UBS Financial Services INC.
September 1999 - October 2003 · 4 yrs 1 mo
UBS Financial Services INC.Broker
September 1999 - October 2003 · 4 yrs 1 mo
Salomon Smith Barney INC.Broker
July 1993 - September 1999 · 6 yrs 2 mos
Lehman Brothers INC.Broker
July 1993 - July 1993 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1987 - July 1993 · 6 yrs 6 mos
Painewebber IncorporatedBroker
February 1985 - January 1987 · 1 yr 11 mos
State Registrations27 states
AZCACOCTFLGAIDILINKYMAMDMIMNMONCNVNYOHORPASCTNTXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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