Cheryl Mccue is a registered investment advisor at J.P. Morgan Securities LLC, based in Louisville, KY, with 27 years of industry experience. Cheryl 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $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
Location
416 W Jefferson St, Floor 01, Louisville, KY, 40202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Cheryl sells various household items on eBay and plans to open a store to reduce fees, aiming for $500-$1000 monthly revenue. She also works as a tutor at Kumon on Tuesday and Thursday nights, and possibly some Saturdays for 3-4 hours, and is an Assistant Vice President for a rental property.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
State Registrations53 states
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