Lee Bolnick
Lee Bolnick is a ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 15 years of industry experience. Lee 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
600 Travis St, Floors 61st & 62nd, Houston, TX, 77002-3009
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lee receives residual insurance commissions from previous work as an independent insurance agent, requiring minimal time. Lee also owns a 5-unit rental property in Chicago, spending minimal time managing it and collecting rent.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Proequities, INC.Broker
Metlife Investors Distribution CompanyBroker
Foreside Funds Distributors LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations51 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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