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Joseph Mignano

J.P. Morgan Securities LLC
29 Years of Experience
Staten Island, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Joseph Mignano is a registered investment advisor at J.P. Morgan Securities LLC, based in Staten Island, NY, with 29 years of industry experience. Joseph 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

200 New Dorp Lane, Floor 01, Staten Island, NY, 10306-3008

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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.
Criminal
August 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
January 2008 - October 2012 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
January 2008 - October 2012 · 4 yrs 9 mos
Citigroup Global Markets INC.
May 2007 - January 2008 · 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2008 · 8 mos
Citicorp Investment Services
September 2004 - May 2007 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
June 1998 - May 2007 · 8 yrs 11 mos
Meyers Pollock Robbins, INC.Broker
March 1997 - December 1997 · 9 mos
Toluca Pacific Securities CORP.Broker
August 1996 - January 1997 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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