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Lizbeth Perez

J.P. Morgan Securities LLC
22 Years of Experience
Woodland Hills, CA
2 DisclosuresBroker
View SEC Summary
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Lizbeth Perez is a registered investment advisor at J.P. Morgan Securities LLC, based in Woodland Hills, CA, with 22 years of industry experience. Lizbeth 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

20040 Ventura Blvd., Woodland Hills, CA, 91364

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History

Regulatory History (2)
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.
Financial
May 2019
Final
Judgment / Lien
January 2009
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2023 - Present · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - April 2023 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - April 2023 · 11 yrs 5 mos
Chase Investment Services CORP.
February 2010 - October 2011 · 1 yr 8 mos
Chase Investment Services CORP.Broker
February 2010 - October 2011 · 1 yr 8 mos
Strategic Advisers, INC.
March 2007 - December 2009 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
June 2004 - December 2009 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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