GF
CFP
GF
CFP
George Fuchs
28 Years of Experience
New York, NY
1 DisclosureBroker
George Fuchs is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 28 years of industry experience. George 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
277 Park Avenue, 2nd & 3rd Floor, New York, NY, 10172
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
April 2008Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2024 - Present · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
February 2019 - March 2025 · 6 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2019 - September 2023 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2012 - February 2019 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2008 - February 2019 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
August 2000 - December 2008 · 8 yrs 4 mos
Dean Witter Reynolds INC.Broker
January 1998 - August 2000 · 2 yrs 7 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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