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Alexander Constantine

22 Years of Experience
New York, NY
1 DisclosureBroker

Alexander Constantine is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 22 years of industry experience. Alexander 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
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
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Location

390 Madison Ave, New York, NY, 10017

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History

Regulatory History (1)
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Customer Dispute
December 2005
Denied
Other Business Activities

Alexander is an employee/contractor for Tixbase Inc, an event ticketing company, spending minimal time and not acting in a financial advisory capacity. He is also a co-owner/landlord of Maison Belle, LLC, a rental property holding company, but dedicates no time to this activity.

Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
November 2004 - October 2012 · 7 yrs 11 mos
Chase Investment Services CORP.Broker
November 2004 - October 2012 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
April 2003 - April 2004 · 1 yr
Harrison Securities, INC.Broker
March 2003 - April 2003 · 1 mo
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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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