JL
JL
Jason Larkins
27 Years of Experience
Fresh Meadows, NY
1 DisclosureBroker
Jason Larkins is a registered investment advisor at J.P. Morgan Securities LLC, based in Fresh Meadows, NY, with 27 years of industry experience. Jason 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
187-08 Horace Harding Expressway, Fresh Meadows, NY, 11365
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2001Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
December 2014 - Present · 11 yrs 10 mos
J.P. Morgan Securities LLCBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Santander Securities LLCBroker
September 2012 - June 2013 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - July 2012 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - July 2012 · 1 yr 2 mos
Chase Investment Services CORP.Broker
October 2009 - April 2011 · 1 yr 6 mos
UBS Financial Services INC.Broker
May 2007 - May 2009 · 2 yrs
First Republic Group, LLCBroker
December 2006 - January 2007 · 1 mo
Joseph Stevens & Company, INC.Broker
October 2005 - December 2006 · 1 yr 2 mos
American Capital Partners, LLCBroker
September 2004 - October 2005 · 1 yr 1 mo
Cantella & CO., INC.Broker
August 2002 - May 2003 · 9 mos
Ladenburg Capital Management INC.Broker
December 1995 - September 2002 · 6 yrs 9 mos
State Registrations28 states
AZCACOCTDEFLGAILKSKYMAMDMEMNNCNHNJNVNYOHPASCTXVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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