Timothy O'hara
Timothy O'hara is a registered investment advisor at J.P. Morgan Securities LLC, based in North Massapequa, NY, with 24 years of industry experience. Timothy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $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
Location
1090 Hicksville Road, North Massapequa, NY, 11758
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy owns O'Hara Evergreen Inc. (DBA Mosquito Authority of Long Island), a pest control business, since 2019. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Credit Suisse Securities (USA) LLCBroker
Hsbc Securities (USA) INC.Broker
Strategas Research Partners, LLCBroker
Lazard Capital Markets LLCBroker
Wachovia Capital Markets, LLCBroker
Guardian Investor Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations16 states
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