CP
CFP
CP
CFP

Christopher Pearo

24 Years of Experience
Clayton, MO
Broker

Christopher Pearo is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Clayton, MO, with 24 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7700 Forsyth Blvd Ste 1200, Floor 12, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher owns family farmland that will be rented for agricultural usage since 2022. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
April 2021 - Present · 5 yrs 1 mo
J.P. Morgan Securities LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Briggs Run Capital LLC
April 2020 - March 2021 · 11 mos
Advice and Planning Services
October 2015 - May 2019 · 3 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2015 - May 2019 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - August 2015 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - August 2015 · 2 yrs 11 mos
Citigroup Global Markets INC.
May 2008 - August 2012 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2008 - August 2012 · 4 yrs 3 mos
Wachovia Securities, LLC
July 2007 - April 2008 · 9 mos
Wachovia Securities, LLCBroker
January 2007 - April 2008 · 1 yr 3 mos
First Clearing, LLCBroker
January 2005 - January 2007 · 2 yrs
Wachovia Securities, LLCBroker
January 2003 - December 2004 · 1 yr 11 mos
Cadaret, Grant & CO., INC.Broker
March 2001 - August 2002 · 1 yr 5 mos
First Albany CorporationBroker
June 1999 - May 2000 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Pearo - Financial Advisor | TrueAdvisor