Pierre Follari
Pierre Follari is a registered investment advisor at J.P. Morgan Securities LLC, based in West Hollywood, CA, with 33 years of industry experience. Pierre 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
West Hollywood, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Pierre is a Director and Officer (Treasurer) for Friends of the Aspen Animal Shelter since 2016. He dedicates minimal time to this role.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
UBS International INC.Broker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
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
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