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Florencia Manero

22 Years of Experience
Miami, FL
1 DisclosureBroker

Florencia Manero is a registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 22 years of industry experience. Florencia 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

1450 Brickell Ave, Floors 17th & 18th, Miami, FL, 33131

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History

Regulatory History (1)
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Customer Dispute
June 2019
Denied
Other Business Activities

Florencia is the director of Key Biscayne Field Hockey LLC, a youth field hockey program, since 2019. She coordinates tournaments, coaches, and the season league, and also coaches the under 12 team, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2025 - Present · 1 yr 2 mos
J.P. Morgan Securities LLC
December 2019 - Present · 6 yrs 5 mos
J.P. Morgan Securities LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - September 2019 · 3 yrs
Suntrust Investment Services, INC.
June 2015 - December 2016 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
June 2015 - September 2019 · 4 yrs 3 mos
UBS Financial Services INC.
January 2010 - July 2015 · 5 yrs 6 mos
UBS Financial Services INC.Broker
January 2010 - July 2015 · 5 yrs 6 mos
UBS International INC.
October 2004 - January 2010 · 5 yrs 3 mos
UBS International INC.Broker
October 2004 - January 2010 · 5 yrs 3 mos
Hsbc Brokerage (USA) INC.Broker
March 2002 - February 2003 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.