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Jeremy Oreilly

J.P. Morgan Securities LLC
16 Years of Experience
Fair Oaks, CA
1 DisclosureBroker
View SEC Summary
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Jeremy Oreilly is a registered investment advisor at J.P. Morgan Securities LLC, based in Fair Oaks, CA, with 16 years of industry experience. Jeremy 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

8859 Madison Avenue, Fair Oaks, CA, 95628

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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
November 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
August 2017 - Present · 9 yrs 2 mos
J.P. Morgan Securities LLC
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
July 2012 - May 2017 · 4 yrs 10 mos
E*trade Capital Management, LLC
July 2012 - May 2017 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - July 2012 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - July 2012 · 1 yr 9 mos
Waddell & Reed, INC.
April 2010 - October 2010 · 6 mos
Waddell & Reed, INC.Broker
April 2010 - October 2010 · 6 mos
Edward Jones
January 2010 - February 2010 · 1 mo
Edward JonesBroker
December 2009 - February 2010 · 2 mos
First Investors CorporationBroker
March 2004 - April 2004 · 1 mo
State Registrations16 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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