Essam Elia
Essam Elia is a registered investment advisor at J.P. Morgan Securities LLC, based in Long Beach, CA, with 23 years of industry experience. Essam 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
5200 E. 2nd Street,, Long Beach, CA, 90803
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Essam is a rideshare owner/partner with AACE Limousine Services, dedicating minimal time, primarily to help his son. He also co-owns multiple rental properties, dedicating minimal time to them.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations25 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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