Jonathan Simpson
Jonathan Simpson is a registered investment advisor at J.P. Morgan Securities LLC, based in Forest Hills, NY, with 38 years of industry experience. Jonathan 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
107-36 71st Ave., Forest Hills, NY, 11375
Get directionsHistory
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
Jonathan is an owner/partner in Simpson Family Holdings LLLP, a holding company, since 2006. He dedicates minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chemical Investment Services CORP.Broker
Liberty Securities CorporationBroker
Gna Securities, INC.Broker
Jesup, Josephthal & CO., INC.Broker
Hanifen, Imhoff Securities CORP.Broker
Moore & Schley, Cameron & CO.Broker
J. T. Moran & CO., INC.Broker
Krieger, Wunderlich, Fialkov, Scheinman & CO., INC.Broker
Individual's Securities LTD.Broker
Krieger, Wunderlich, Fialkov, Scheinman & CO., INC.Broker
State Registrations22 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.