GV
GV
George Visintin
27 Years of Experience
Selden, NY
1 DisclosureBroker
George Visintin is a registered investment advisor at J.P. Morgan Securities LLC, based in Selden, NY, with 27 years of industry experience. George 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
999 Middle Country Rd, Selden, NY, 11784
Get directionsHistory
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
August 2017Closed-No Action
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2018 - Present · 8 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
December 2014 - September 2018 · 3 yrs 9 mos
Hsbc Securities (USA) INC.Broker
November 2014 - September 2018 · 3 yrs 10 mos
Pruco Securities, LLC.Broker
March 2008 - October 2014 · 6 yrs 7 mos
Labranche & CO. LLCBroker
July 1998 - November 2007 · 9 yrs 4 mos
State Registrations18 states
AZCACTFLGAKYMDMTNCNHNJNYPASCTNTXVAWV
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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