John Doran
John Doran is a CFP, ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in New City, NY, with 23 years of industry experience. John 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
2 New Hempstead Road, New City, NY, 10956
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2003Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ing Financial Partners, INC.Broker
Hartford Equity Sales Company INC.Broker
Signator Investors, INC.Broker
Guardian Investor Services LLCBroker
The Dreyfus Service CorporationBroker
Cibc Oppenheimer CORP.Broker
W.J. Nolan & Company, INC.Broker
Gaines, Berland INC.Broker
State Registrations24 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.