Alexandra Bartonik
Alexandra Bartonik is a registered investment advisor at J.P. Morgan Securities LLC, based in Huntington, NY, with 24 years of industry experience. Alexandra 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 (3)
Customer Dispute
March 2016Customer Dispute
June 2014Customer Dispute
September 2013Other Business Activities
Alexandra is a partial owner and landlord of a rental property since 2013. This activity is investment-related.
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
State Registrations28 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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