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Oskar Agaronov

J.P. Morgan Securities LLC
22 Years of Experience
Stamford, CT
4 DisclosuresBroker
View SEC Summary
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Oskar Agaronov is a registered investment advisor at J.P. Morgan Securities LLC, based in Stamford, CT, with 22 years of industry experience. Oskar 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

1037 High Ridge Road, Stamford, CT, 06905

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History

Regulatory History (4)
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 2014
Closed-No Action
Customer Dispute
February 2011
Settled
Customer Dispute
May 2008
Closed-No Action
Customer Dispute
July 2007
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
December 2022 - Present · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
E1 Asset Management, INC.Broker
January 2013 - November 2019 · 6 yrs 10 mos
Caldwell International SecuritiesBroker
August 2010 - January 2013 · 2 yrs 5 mos
E1 Asset Management, INC.Broker
February 2005 - August 2010 · 5 yrs 6 mos
Bathgate Capital Partners LLCBroker
December 2004 - January 2005 · 1 mo
J.P. Turner & Company, L.L.C.Broker
July 2004 - November 2004 · 4 mos
State Registrations24 states
ALCACTDCDEFLGAILLAMAMDMIMONCNHNJNMNYOHPAPRSCTNVA
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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