AM
AM
Andrew Miarka
27 Years of Experience
Glenview, IL
1 DisclosureBroker
Andrew Miarka is a registered investment advisor at J.P. Morgan Securities LLC, based in Glenview, IL, with 27 years of industry experience. Andrew 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
—
Loading...
Location
2801 Pfingsten Rd, Glenview, IL, 60026
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
January 2012Denied
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.Broker
May 2006 - October 2012 · 6 yrs 5 mos
Chase Investment Services CORP.
May 2006 - October 2012 · 6 yrs 5 mos
First Trust Portfolios L.P.Broker
March 2006 - May 2006 · 2 mos
Chase Investment Services CORP.
July 2005 - January 2006 · 6 mos
Chase Investment Services CORP.Broker
July 2005 - January 2006 · 6 mos
Banc One Securities Corporation
November 2002 - July 2005 · 2 yrs 8 mos
Banc One Securities CorporationBroker
November 2002 - July 2005 · 2 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
July 1999 - November 2002 · 3 yrs 4 mos
State Registrations33 states
ARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMONCNJNYOHPASCSDTXVAWAWIWY
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.
More Advisors
- Jeffery BrinJ.P. Morgan Securities LLC
- Nathanael Darnieder, CFPJ.P. Morgan Securities LLC
- John WardJ.P. Morgan Securities LLC
- Charles CampbellJ.P. Morgan Securities LLC
- Scott Wiesner, CFP, PFSBlue Bison Investments
- Gary Klaben, ChFCCoyle