JT
JT
John-Paul Tomassetti
29 Years of Experience
Miami, FL
1 DisclosureBroker
John-Paul Tomassetti is a registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 29 years of industry experience. John-Paul 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
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1450 Brickell Ave, Floor 33, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2024 - Present · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Citigroup Global Markets INC.
April 2014 - September 2017 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
April 2014 - September 2017 · 3 yrs 5 mos
Barclays Capital INC.
July 2012 - March 2014 · 1 yr 8 mos
Barclays Capital INC.Broker
September 2010 - March 2014 · 3 yrs 6 mos
J.P. Morgan Securities INC.Broker
October 2008 - August 2010 · 1 yr 10 mos
J.P. Morgan Securities INC.Broker
June 2004 - October 2008 · 4 yrs 4 mos
Miller Tabak Roberts Securities, LLCBroker
July 1999 - May 2004 · 4 yrs 10 mos
Miller Tabak Hirsch & CO.Broker
July 1999 - April 2000 · 9 mos
Salomon Smith Barney INC.Broker
September 1998 - June 1999 · 9 mos
Salomon Brothers INC.Broker
March 1997 - September 1998 · 1 yr 6 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.
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