Michelle Jersey
Michelle Jersey is a registered investment advisor at J.P. Morgan Securities LLC, based in Hemet, CA, with 30 years of industry experience. Michelle 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
1800 E Florida Ave, Floor 02, Hemet, CA, 92544
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2006Other Business Activities
Michelle is an employee/contractor for She Scales, consulting people on social media for online business promotion, and for GFF, an online funnel system. She also works as an independent contractor creating home goods for Magnolia Design Co, dedicating minimal time to each activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations52 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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