JT
JT

Jason Tinsley

26 Years of Experience
Birmingham, MI
Broker

Jason Tinsley is a registered investment advisor at J.P. Morgan Securities LLC, based in Birmingham, MI, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

480 Pierce St, Floor 02, Birmingham, MI, 48009

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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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Other Business Activities

Jason is an advisor/officer for the Detroit Athletic Club, a board member for the Detroit Guardsmen travel club, and an owner/partner in Helios, a technology company. He also owns rental properties through Tinsley Equity Holdings, serves on the finance committee for University of Detroit Jesuit High School and Academy, and is a trustee for the Detroit Childrens Fund.

Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2024 - Present · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2010 - May 2012 · 2 yrs 3 mos
Chase Investment Services CORP.
March 2006 - January 2010 · 3 yrs 10 mos
Chase Investment Services CORP.Broker
February 2006 - January 2010 · 3 yrs 11 mos
J.P. Morgan Institutional Investments INC.Broker
September 2004 - August 2005 · 11 mos
Salomon Smith Barney INC.Broker
June 2001 - October 2002 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
August 1997 - June 2001 · 3 yrs 10 mos
Olde Discount CorporationBroker
July 1996 - May 1997 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Tinsley - Financial Advisor | TrueAdvisor