Barry Tucker
Barry Tucker is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 56 years of industry experience. Barry 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
277 Park Avenue, 2nd & 3rd Floor, New York, NY, 10172
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2018Customer Dispute
September 2000Customer Dispute
October 1997Customer Dispute
August 1982Regulatory
August 1966Other Business Activities
Barry is a partial owner of Films Around the World, an independent film distributor, and a board member of the Metropolitan Opera. He also serves as president of an organization that provides music grants, invests in treasury bonds, and sells stock/derivatives, dedicating a significant amount of time to this role.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
Oppenheimer & CO., INC.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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