Karen Feinblatt
Karen Feinblatt is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Wheaton, IL, with 21 years of industry experience. Karen 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
120 E Wesley St, Floors 2 & 3, Wheaton, IL, 60187
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Karen co-owns and rents out farmland in Bloomington, IL, receiving cash rent, dedicating minimal time per year. She also co-owns rental property in Aurora, IL, dedicating minimal time per month.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations36 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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