Erin Sardich
Erin Sardich is a registered investment advisor at J.P. Morgan Securities LLC, based in Poland, OH, with 27 years of industry experience. Erin 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
30 N. Main Street, Poland, OH, 44514
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Erin is the treasurer of St. Christine All Sports Boosters, supporting athletic development for students. She also occasionally works as a photographer for Mooneyfootball.com, a website dedicated to Cardinal Mooney High School's football team, dedicating minimal time to each activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Pruco Securities, LLC.Broker
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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