Sheri Savage
Sheri Savage is a registered investment advisor at J.P. Morgan Securities LLC, based in Huntington, NY, with 26 years of industry experience. Sheri 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
350 Main St, Floor 2, Huntington, NY, 11743
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
March 2008Other Business Activities
Sheri is a compensated personal fiduciary and trustee for the Cindy Sieden Family Trust since 2018, delegating money to beneficiaries. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations32 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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