Gerald Bloodsaw
Gerald Bloodsaw is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 22 years of industry experience. Gerald 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $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
Location
141 W Jackson Blvd, Chicago, IL, 60604
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Gerald is a board member at Main Baptist Church and an employee/contractor for both 100 Black Men of Chicago and Uber, dedicating minimal time to each. He also spends about 20% of his time driving for Uber and a few hours per week as a member of 100 Black Men of Chicago.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
MML Investors Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
AXA Advisors, LLCBroker
1717 Capital Management CompanyBroker
State Registrations3 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.