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CFP · ChFC
CL
CFP · ChFC

Chad Lybarger

J.P. Morgan Securities LLC
15 Years of Experience
Dublin, OH
Broker
View SEC Summary
View SEC Summary

Chad Lybarger is a CFP, ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Dublin, OH, with 15 years of industry experience. Chad 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

6275 Frantz Road, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is an owner of PGFC, LLC since 2020, dedicating minimal time. He is also a head soccer coach for a youth travel team, spending a few hours per week.

Employment History
Current Registrations
J.P. Morgan Securities LLC
July 2016 - Present · 10 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
September 2015 - August 2016 · 11 mos
Morgan Stanley
September 2015 - August 2016 · 11 mos
The Huntington Investment Company
March 2015 - September 2015 · 6 mos
The Huntington Investment CompanyBroker
May 2012 - September 2015 · 3 yrs 4 mos
The Huntington Investment CompanyBroker
May 2008 - November 2008 · 6 mos
The Huntington Investment CompanyBroker
March 2004 - January 2005 · 10 mos
State Registrations35 states
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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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