LG
LG

Lars Greiner

38 Years of Experience
Chicago, IL
2 DisclosuresBroker

Lars Greiner is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 38 years of industry experience. Lars 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

Chase Tower Chicago, 21 S. Clark Street / 10 South Dearborn, Floor 32, Chicago, IL, 60603

Get directions

History

Regulatory History (2)
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
July 1992
Settled
Customer Dispute
June 1992
Award / Judgment
Other Business Activities

Lars is an employee of both JPMorgan Securities and JPMorgan Bank since June 2018. As an employee of JPMorgan Bank, Lars can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
November 1997 - Present · 28 yrs 11 mos
J.P. Morgan Securities LLC
July 1995 - Present · 31 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 1995 - Present · 31 yrs 3 mos
Previous Registrations
Oppenheimer & CO., INC.Broker
January 1993 - July 1995 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
May 1989 - December 1992 · 3 yrs 7 mos
Drexel Burnham Lambert IncorporatedBroker
September 1987 - June 1989 · 1 yr 9 mos
Northern Trust Brokerage, INC.Broker
April 1987 - May 1987 · 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTWAWI
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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