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CFP

Lambros Konstantellos

J.P. Morgan Securities LLC
14 Years of Experience
Winnetka, IL
1 DisclosureBroker
View SEC Summary
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Lambros Konstantellos is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Winnetka, IL, with 14 years of industry experience. Lambros 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

791 Elm St, Floor 2, Winnetka, IL, 60093

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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
June 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lambros is a Parish Council Member at St. Haralambos Greek Orthodox Church since 2016, dedicating a few hours per week to voting and advising on various matters. He also occasionally assists his wife's arts and crafts business by handling deliveries, advising on bookkeeping, and providing strategic business advice, dedicating minimal time to this endeavor.

Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2023 - Present · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - October 2023 · 1 yr 9 mos
Charles Schwab & CO., INC.
January 2022 - October 2023 · 1 yr 9 mos
TD Ameritrade, INC.Broker
March 2019 - October 2023 · 4 yrs 7 mos
TD Ameritrade Investment Management, LLC
March 2019 - September 2023 · 4 yrs 6 mos
TD Ameritrade, INC.
March 2019 - October 2022 · 3 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
April 2018 - February 2019 · 10 mos
Chase Investment Services CORP.
July 2005 - September 2009 · 4 yrs 2 mos
Chase Investment Services CORP.Broker
July 2005 - September 2009 · 4 yrs 2 mos
Banc One Securities Corporation
May 2004 - July 2005 · 1 yr 2 mos
Banc One Securities CorporationBroker
May 2004 - July 2005 · 1 yr 2 mos
American Express Financial Advisors, INC.
October 2003 - February 2004 · 4 mos
American Express Financial Advisors INC.Broker
September 2003 - February 2004 · 5 mos
Ids Life Insurance CompanyBroker
September 2003 - February 2004 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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