CD
CD

Chaicharn Dhepyasuwan

24 Years of Experience
Wilmette, IL
Broker

Chaicharn Dhepyasuwan is a registered investment advisor at J.P. Morgan Securities LLC, based in Wilmette, IL, with 24 years of industry experience. Chaicharn 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
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 Central Ave, Wilmette, IL, 60091

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2014 - Present · 12 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
January 2006 - September 2006 · 8 mos
Chase Investment Services CORP.Broker
February 2005 - October 2005 · 8 mos
Banc One Securities CorporationBroker
February 2005 - July 2006 · 1 yr 5 mos
Pmg Securities CorporationBroker
March 2004 - February 2005 · 11 mos
Banc One Securities CorporationBroker
January 2003 - March 2004 · 1 yr 2 mos
TD Waterhouse Investor Services, INC.Broker
July 2000 - August 2001 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Chaicharn Dhepyasuwan - Financial Advisor | TrueAdvisor