ZS
ZS

Zeenath Selvakumar

27 Years of Experience
Houston, TX
2 DisclosuresBroker

Zeenath Selvakumar is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 27 years of industry experience. Zeenath 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 ValueAnnual Fee
Up to $250K0.60%
$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
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Location

5847 San Felipe St, Houston, TX, 77057

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History

Regulatory History (2)
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
March 2008
Closed-No Action
Customer Dispute
March 2008
Settled
Other Business Activities

Zeenath is an employee/contractor at Zenergy Life Coaching, providing health and wellness coaching, dedicating minimal time. Zeenath also owns Azalis LLC, a personal LLC for holding private investments, also dedicating minimal time.

Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
November 2006 - October 2012 · 5 yrs 11 mos
Chase Investment Services CORP.Broker
August 1999 - October 2012 · 13 yrs 2 mos
State Registrations26 states
AZCACOFLILKYLAMAMDMIMNMONCNMNVNYOKORPASCTXUTVAWAWIWY
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.
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