Amy Hunter
Amy Hunter is a registered investment advisor at J.P. Morgan Securities LLC, based in Louisville, OH, with 25 years of industry experience. Amy 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
123 W. Main Street, Louisville, OH, 44641
Get directionsHistory
Regulatory History (2)
Financial
September 2017Customer Dispute
February 2006Other Business Activities
Amy is an independent distributor/sales representative for Young Living Essential Oils since 2017, promoting essential oils based on personal use. This takes a few hours per week.
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
Banc One Securities CorporationBroker
State Registrations17 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.