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Michael Mireles

21 Years of Experience
El Paso, TX
Broker

Michael Mireles is a registered investment advisor at J.P. Morgan Securities LLC, based in El Paso, TX, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1533 North Lee Trevino, El Paso, TX, 79936

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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

Michael owns Coconut Charlies Vacation Rentals LLC, a rental property, since 2013. He dedicates minimal time to this investment-related activity, as a management company handles the daily operations.

Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2025 - Present · 1 yr 5 mos
J.P. Morgan Securities LLC
April 2025 - Present · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2021 - April 2025 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 2021 - April 2025 · 3 yrs 4 mos
Pruco Securities, LLC.Broker
January 2021 - June 2021 · 5 mos
Prudential Financial Planning Services
January 2021 - June 2021 · 5 mos
USAA Investment Services CompanyBroker
June 2020 - January 2021 · 7 mos
USAA Investment Services Company
January 2018 - January 2021 · 3 yrs
USAA Financial Advisors, INC.Broker
January 2005 - June 2020 · 15 yrs 5 mos
USAA Financial Planning Services
January 2005 - January 2018 · 13 yrs
Morgan Stanley
July 2004 - November 2004 · 4 mos
Morgan Stanley Dw INC.Broker
July 2004 - November 2004 · 4 mos
Pruco Securities, LLC.Broker
November 2003 - June 2004 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.