Lyle Berkson
Lyle Berkson is a registered investment advisor at J.P. Morgan Securities LLC, based in Arlington Heights, IL, with 25 years of industry experience. Lyle 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
1 N Dunton Ave, Arlington Heights, IL, 60005
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Lyle is an employee/contractor in a residential rental real estate business since 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lifeusa Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations28 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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