Enrique Forero
Enrique Forero is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Bronx, NY, with 25 years of industry experience. Enrique 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
3775 Riverdale Avenue, Bronx, NY, 10463
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
February 2008Other Business Activities
Enrique is a board member of Blackstone Owners Inc., a real estate cooperative, since 2023. He dedicates minimal time to this activity, which is unrelated to his work at JPMC.
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
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Chase Investment Services CORP.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations20 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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