Florencia Manero
Florencia Manero is a registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 22 years of industry experience. Florencia 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
1450 Brickell Ave, Floors 16, 17 & 18, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
June 2019Other 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
J.P. Morgan Securities LLCBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
Hsbc Brokerage (USA) INC.Broker
State Registrations53 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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