Isaac Bitton
Isaac Bitton is a registered investment advisor at J.P. Morgan Securities LLC, based in Hewlett, NY, with 32 years of industry experience. Isaac 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
1304 Broadway, Hewlett, NY, 11557
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2008Customer Dispute
July 2008Customer Dispute
June 2008Customer Dispute
May 2008Customer Dispute
May 2008Customer Dispute
May 2008Other Business Activities
Isaac owns rental real estate property since 2019. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Essex National Securities, INC.Broker
The Gms Group, LLCBroker
The Gms Group, LLCBroker
D. H. Blair & CO., INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
D. H. Blair & CO., INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations19 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.