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Jason Fare

J.P. Morgan Securities LLC
28 Years of Experience
Mequon, WI
1 DisclosureBroker
View SEC Summary
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Jason Fare is a registered investment advisor at J.P. Morgan Securities LLC, based in Mequon, WI, with 28 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.

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

5909 West Mequon Road, Mequon, WI, 53092

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History

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
August 2006
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
August 2005 - October 2012 · 7 yrs 2 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
December 2002 - July 2005 · 2 yrs 7 mos
Capital Financial Services, INC.Broker
February 1997 - November 2001 · 4 yrs 9 mos
State Registrations37 states
ALARAZCACODEFLGAIAILINKSKYLAMAMDMIMNMSNCNENHNMNVNYOHOKORRISCSDTNTXVAWAWIWV
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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