John Tonzola
John Tonzola is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 25 years of industry experience. John 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
277 Park Avenue, 2nd & 3rd Floor, New York, NY, 10172
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
John is involved in several outside business activities, including yardwork for Merry Meadow Holdings LLC, owning rental property, and being an owner/member of Green Field Group LLC and officer of JM Tonzola LLC. He is also a director for The Shure Family Charitable Foundation, Inc., an officer of The Log Cabin Trust, and a board member for Delbarton School Alumni Board, spending minimal time on these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Kbc Financial Products USA, INC.Broker
State Registrations53 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.