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JL
CFP
JL
CFP

John Lamaris

J.P. Morgan Securities LLC
30 Years of Experience
Huntington, NY
Broker
View SEC Summary
View SEC Summary

John Lamaris is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Huntington, NY, with 30 years of industry experience. John 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.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 Main Street, Huntington, NY, 11743

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2014 - Present · 12 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
March 2014 - September 2014 · 6 mos
Hsbc Securities (USA) INC.Broker
March 2014 - September 2014 · 6 mos
Pruco Securities, LLC.Broker
January 2013 - March 2014 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
June 2005 - November 2012 · 7 yrs 5 mos
Hartford Equity Sales Company INC.Broker
May 2005 - January 2013 · 7 yrs 8 mos
Advanced Planning Securities, INC.Broker
June 2004 - May 2005 · 11 mos
Nia Securities, L.L.C.Broker
May 2003 - June 2004 · 1 yr 1 mo
Allstate Financial Services, LLCBroker
November 2000 - June 2003 · 2 yrs 7 mos
H. Beck, INC.Broker
May 1997 - December 2000 · 3 yrs 7 mos
Uslife Equity Sales CORP.Broker
March 1996 - May 1997 · 1 yr 2 mos
Guardian Investor Services CorporationBroker
November 1995 - March 1996 · 4 mos
State Registrations23 states
CACOCTDEFLGAILMAMDMNNCNENHNJNMNYOHPATXUTVAVTWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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