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Debra Fierro

5 Years of Experience
New York, NY

Debra Fierro is a registered investment advisor at J.P. Morgan Investment Management INC., based in New York, NY, with 5 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 5 more. Their firm serves 128,965 clients with $3500B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
128,965 clients
Average Client Portfolio
$27.3M average
Assets Under Management
$3519.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.02% to 2.00% annually depending on the investment mandate and terms negotiated with sponsors or clients. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

277 Park Ave, New York, NY, 10172

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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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Employment History
Current Registrations
J.P. Morgan Investment Management INC.
January 2021 - Present · 5 yrs 9 mos
State Registrations1 state
TX
Advisor

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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