CM
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Christopher Messina

27 Years of Experience
Springfield, VA
Broker

Christopher Messina is a registered investment advisor at J.P. Morgan Securities LLC, based in Springfield, VA, with 27 years of industry experience. Christopher 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

6331 Backlick Rd, Springfield, VA, 22150

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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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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
July 2025 - Present · 1 yr
J.P. Morgan Securities LLC
July 2025 - Present · 1 yr
J.P. Morgan Securities LLC
July 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
September 2024 - July 2025 · 10 mos
Morgan StanleyBroker
September 2024 - July 2025 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - September 2024 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - September 2024 · 11 yrs
Wells Fargo Advisors Financial Network, LLC
February 2012 - July 2012 · 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2012 - July 2012 · 5 mos
Amerivest Investment Management, LLC
October 2010 - February 2012 · 1 yr 4 mos
TD Ameritrade, INC.
October 2010 - February 2012 · 1 yr 4 mos
TD Ameritrade, INC.Broker
September 2010 - February 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLC
September 2009 - December 2009 · 3 mos
Wells Fargo Advisors, LLC
March 2009 - September 2009 · 6 mos
Wells Fargo Advisors, LLCBroker
August 2008 - December 2009 · 1 yr 4 mos
Wachovia Securities, LLC
August 2008 - August 2008 · 0 mos
Lincoln Financial Distributors, INC.Broker
July 2007 - June 2008 · 11 mos
Lincoln Financial Distributors, INC.
July 2007 - June 2008 · 11 mos
Uvest Financial Services Group, INC.
March 2007 - September 2007 · 6 mos
Uvest Financial Services Group, INC.Broker
August 2006 - September 2007 · 1 yr 1 mo
Metlife Investors Distribution CompanyBroker
December 2004 - August 2006 · 1 yr 8 mos
Metlife Investors Distribution CompanyBroker
March 2001 - December 2004 · 3 yrs 9 mos
Metlife Investors Sales CompanyBroker
February 2000 - March 2001 · 1 yr 1 mo
First Union Brokerage Services, INC.Broker
January 1998 - December 1999 · 1 yr 11 mos
Signet Financial Services,inc.Broker
October 1996 - January 1998 · 1 yr 3 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.
Christopher Messina - Financial Advisor | TrueAdvisor