Phyllis Levario
Phyllis Levario is a registered investment advisor at J.P. Morgan Securities LLC, based in Jacksonville, FL, with 26 years of industry experience. Phyllis 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
7255 Baymeadows Way, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Phyllis is an independent contractor for Melaleuca, a supplement company, since February 2024. She purchases vitamins and supplements from them and offers the products to friends and family, earning money when others purchase the product, dedicating minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
State Registrations52 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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