Eric Eugene
Eric Eugene is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Skokie, IL, with 28 years of industry experience. Eric 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
7941 Lincoln Avenue, Skokie, IL, 60077
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
March 2010Customer Dispute
November 2008Other Business Activities
Eric owns Wilson Property, LLC, a real estate management company, since 2014. This activity is investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations39 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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