Christopher Castellaw
Christopher Castellaw is a registered investment advisor at J.P. Morgan Securities LLC, based in Atlanta, GA, with 27 years of industry experience. Christopher 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
3424 Peachtree Road Ne, Floor 17 & 18, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2000Other Business Activities
Christopher is an employee of both JPMorgan Securities and JPMorgan Bank since February 2019. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Donaldson, Lufkin & Jenrette 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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