Rebecca Decesaro
Rebecca Decesaro is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 17 years of industry experience. Rebecca 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
560 Mission Street, 24th Floor, San Francisco, CA, 94105
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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
Rebecca is a limited partner in Big Blue LLC, a private real estate investment, dedicating minimal time. She is also a partner in Beach Baby LLC, a rental property, and a board member for Oregon Public Broadcasting, spending a few hours per week on these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
First Republic Securities Company, LLCBroker
J.P. Morgan Private Wealth Advisors LLC
Olde Discount CorporationBroker
Charles Schwab & CO., INC.Broker
Montgomery SecuritiesBroker
Dean Witter Reynolds INC.Broker
American Express Financial Advisors INC.Broker
State Registrations53 states
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