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Renee Marone

J.P. Morgan Securities LLC
35 Years of Experience
Troy, MI
3 DisclosuresBroker
View SEC Summary
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Renee Marone is a registered investment advisor at J.P. Morgan Securities LLC, based in Troy, MI, with 35 years of industry experience. Renee 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

1050 E. Long Lake Rd, Troy, MI, 48085

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History

Regulatory History (3)
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
May 2013
Denied
Customer Dispute
November 2008
Denied
Customer Dispute
August 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2013 - Present · 13 yrs 6 mos
J.P. Morgan Securities LLCBroker
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
PNC Investments
September 2010 - April 2013 · 2 yrs 7 mos
PNC InvestmentsBroker
November 2009 - April 2013 · 3 yrs 5 mos
Natcity Investments, INC.Broker
June 2004 - November 2009 · 5 yrs 5 mos
Abn Amro Financial Services, INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
UBS Painewebber INC.Broker
October 1997 - November 2002 · 5 yrs 1 mo
Olde Discount CorporationBroker
February 1991 - October 1997 · 6 yrs 8 mos
State Registrations30 states
AZCACOCTDEFLGAIAIDILINKSLAMDMIMNNCNHNJNVNYOHORPATNTXUTVAWAWI
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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