Alexandra Pastor
Alexandra Pastor is a registered investment advisor at J.P. Morgan Securities LLC, based in Walnut Creek, CA, with 24 years of industry experience. Alexandra 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
1656 N. California Blvd, Floor 3, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2024Other Business Activities
Alexandra owns rental property in San Mateo, CA since 2007 and acts as the landlord. This activity requires minimal time.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Franklin Templeton Financial Services CORP.Broker
Templeton/franklin Investment Services,inc.Broker
Franklin/templeton Distributors, INC.Broker
Cigna Financial Advisors,inc.Broker
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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