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Ronald Ledferd

J.P. Morgan Securities LLC
22 Years of Experience
Owasso, OK
1 DisclosureBroker
View SEC Summary
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Ronald Ledferd is a registered investment advisor at J.P. Morgan Securities LLC, based in Owasso, OK, with 22 years of industry experience. Ronald 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.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11305 E 96th St N, Owasso, OK, 74055

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2017 - Present · 9 yrs
J.P. Morgan Securities LLC
October 2017 - Present · 9 yrs
Previous Registrations
UBS Financial Services INC.Broker
May 2016 - October 2017 · 1 yr 5 mos
UBS Financial Services INC.
May 2016 - October 2017 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - February 2016 · 5 yrs 1 mo
Wells Fargo Advisors, LLC
January 2011 - February 2016 · 5 yrs 1 mo
Wells Fargo Investments, LLC
September 2005 - January 2011 · 5 yrs 4 mos
Wells Fargo Investments, LLCBroker
September 2005 - January 2011 · 5 yrs 4 mos
Waddell & Reed, INC.
April 2003 - May 2005 · 2 yrs 1 mo
Waddell & Reed, INC.Broker
March 2003 - May 2005 · 2 yrs 2 mos
State Registrations16 states
AZCADEFLGAILINMIMTNCNVNYOKTXUTWA
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.
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