Christopher Boggs
Christopher Boggs is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 35 years of industry experience. Christopher 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.
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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
560 Mission Street, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 1998Regulatory
August 1997Regulatory
July 1996Other Business Activities
Christopher owns rental real estate property since 2022 and is also an employee of both JPMorgan Securities and JPMorgan Bank since 2018, offering bank products and services. The real estate activity requires minimal time.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
H.J. Meyers & CO., INC.Broker
State Registrations35 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.
Exams
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