Johnathan Hirsh is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 25 years of industry experience. Johnathan 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
10 S Dearborn St, Floor 08, Chicago, IL, 60603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Johnathan has several passive minority investments in various businesses, including real estate (Atrium San Antonio LLC) and technology companies (Leaf Trade, HPA ShipBob Investment, LLC, ParkWhiz LLC, NuCurrent LLC, FourKits Investments LLC, FarmLogs Investment LLC, Kaizen Health Investment LLC, Glidera Investment LLC, Dispatch Investment LLC, Tiz Investment LLC, and Ocient Investment LLC). He dedicates minimal time to these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Specialist, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Knight Capital Markets, LLC.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.