Zachary Ginsburg
Zachary Ginsburg is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Alameda, CA, with 22 years of industry experience. Zachary 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
2270 Otis Drive, Alameda, CA, 94501
Get directionsHistory
Regulatory History (1)
Criminal
May 1995Other Business Activities
Zachary owns vehicles listed on Turo, a car sharing app, since 2025. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Associated Securities CORP.Broker
State Registrations23 states
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
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