JL
JL
John Lowenberg
21 Years of Experience
Palo Alto, CA
1 DisclosureBroker
John Lowenberg is a registered investment advisor at J.P. Morgan Securities LLC, based in Palo Alto, CA, with 21 years of industry experience. John 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
14163 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
3223 Hanover St, Floor 01, Palo Alto, CA, 94304
Get directionsHistory
Regulatory History (1)
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Criminal
July 1987Final Disposition
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2026 - Present · 1 mo
J.P. Morgan Securities LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Btig, LLCBroker
February 2006 - August 2026 · 20 yrs 6 mos
Inter Securities LTD.Broker
December 2004 - December 2005 · 1 yr
State Registrations3 states
NJOHTX
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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