Amaury Parcevaux
Amaury Parcevaux is a registered investment advisor at J.P. Morgan Securities LLC, based in Greenwich, CT, with 17 years of industry experience. Amaury 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
100 W Putnam Ave, Floor 04, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Amaury is the owner/partner of Paris LLC, providing French tutoring services to students in Fairfield County since 2023. He dedicates minimal time to this activity, and it is unrelated to his role as a financial advisor.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
I-Bankers Direct, LLCBroker
Bedminster Financial Group, LimitedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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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