Lisa Nagel is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Jupiter, FL, with 35 years of industry experience. Lisa 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
300 S US Highway 1, Jupiter, FL, 33477
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Signator Investors, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 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
More Advisors
- Phillip Gilbert, CFPJ.P. Morgan Securities LLC
- Patrick Mayberry, CFA, CFPMai Capital Management, LLC
- Martin Shields, CFPBouchey Financial Group, LTD.
- Larry Aft, CFAAft, Forsyth & Sober, LLC
- Daniel Payne, CFASlatestone Wealth LLC
- Eric Ackerman, CFPTruist Advisory Services, INC.