AK
CFP
AK
CFP

Alexander Kondur

21 Years of Experience
New York, NY
1 DisclosureBroker

Alexander Kondur is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 21 years of industry experience. Alexander 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

305 Seventh Avenue, New York, NY, 10001

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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
July 2022
Settled
Other Business Activities

Alexander owns rental property since 2020. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
March 2016 - Present · 10 yrs 4 mos
J.P. Morgan Securities LLC
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - March 2016 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - March 2016 · 11 yrs 6 mos
AXA Advisors, LLC
May 2004 - August 2004 · 3 mos
AXA Advisors, LLCBroker
April 2004 - August 2004 · 4 mos
State Registrations28 states
ALAZCACOCTDCFLGAINKSKYLAMAMDMENCNHNJNYOHORPASCTNTXVAVTWA
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.
Alexander Kondur - Financial Advisor | TrueAdvisor