Maureen Flanagan
Maureen Flanagan is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, with 16 years of industry experience. Maureen 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Maureen is a board member and treasurer for Serving People in Need (SPIN), a charitable organization assisting the homeless, dedicating a few hours per week. She also volunteers as a naturalist leading kayak tours for the Newport Bay Conservancy, spending a few hours per week.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Contango Capital Advisors, INC.
First American Trust
Stein Roe Investment Counsel LLC
Ust Financial Services CORP.Broker
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.