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Denise Dragonetti

J.P. Morgan Securities LLC
36 Years of Experience
Great Neck, NY
1 DisclosureBroker
View SEC Summary
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Denise Dragonetti is a registered investment advisor at J.P. Morgan Securities LLC, based in Great Neck, NY, with 36 years of industry experience. Denise 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.

J.P. Morgan Securities LLC
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
—
View Full SEC Brochure

Location

410 Northern Boulevard, Great Neck, NY, 11021

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History

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
July 2005
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
August 2005 - October 2012 · 7 yrs 2 mos
Chase Investment Services CORP.Broker
August 2005 - October 2012 · 7 yrs 2 mos
Citicorp Investment Services
April 2005 - August 2005 · 4 mos
Citicorp Investment ServicesBroker
June 1996 - August 2005 · 9 yrs 2 mos
Barnett Investments, INC.Broker
March 1995 - May 1996 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
September 1993 - March 1995 · 1 yr 6 mos
Barnett Investments, INC.Broker
September 1990 - September 1993 · 3 yrs
Corporate Securities Group, INC.Broker
May 1990 - August 1990 · 3 mos
Dean Witter Reynolds INC.Broker
January 1990 - June 1990 · 5 mos
The Stuart-James Company, IncorporatedBroker
August 1989 - December 1989 · 4 mos
State Registrations16 states
CACOCTFLGAILMAMDNCNJNVNYPATXVAWY
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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