Gary Fournier
Gary Fournier is a registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, with 54 years of industry experience. Gary 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
1888 Century Park East, Los Angeles, CA, 90067-1702
Get directionsHistory
Regulatory History (10)
Regulatory
December 2010Customer Dispute
December 2009Customer Dispute
March 2009Customer Dispute
January 2009Customer Dispute
April 2008Customer Dispute
April 2007Customer Dispute
January 2007Customer Dispute
October 2002Customer Dispute
May 2001Customer Dispute
January 2001Other Business Activities
Gary is an employee of both JPMorgan Securities and JPMorgan Bank since June 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
White, Weld & CO. IncorporatedBroker
White, Weld & CO., IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
State Registrations50 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.