Elaine Meyers
Elaine Meyers is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 30 years of industry experience. Elaine 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
560 Mission Street, 24th Floor, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Elaine is a co-trustee of The Levchin 2012 Irrevocable Trust and a financial advisor for 2550 Green Street LLC, both for estate planning and client privacy purposes, respectively, dedicating minimal time to each. She is also an employee of both JPMorgan Securities and JPMorgan Bank, offering bank products and services.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Ba Investment Services, INC.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.