Kimberly Nute-Jones
Kimberly Nute-Jones is a registered investment advisor at J.P. Morgan Securities LLC, based in Irvine, CA, with 22 years of industry experience. Kimberly 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
3 Park Plz, Floor 08, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kimberly is a partner at Romani Realty and Financial Services Group LLC, a real estate company, since 2000. She also serves as a board member and 2nd VP of Finance and Fund Development for the National Coalition of 100 Black Women Chicago Metropolitan Chapter and a board member on the Finance Committee for Family Christian Health Center, dedicating minimal time to these roles.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs & CO. LLCBroker
Morgan Stanley
Morgan StanleyBroker
H.D. Vest Investment ServicesBroker
Waddell & Reed, INC.Broker
Liberty Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations4 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.