Ron Palmer is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 31 years of industry experience. Ron 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
270 Park Avenue, 22nd floor, New York, NY, 10017
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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 →Other Business Activities
Ron owns a rental apartment since 2019, dedicating minimal time to it. Ron also works as a bank officer for HSBC Bank (USA) N.A., selling bank-related products and services in conjunction with his role as a registered representative with HSBC Securities (USA) Inc.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hold Brothers Capital LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lavaflow, INC.Broker
Citigroup Global Markets INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
Tamaron Investments, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations53 states
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