Jim Akasala
Jim Akasala is a registered investment advisor at J.P. Morgan Securities LLC, based in West Harrison, NY, with 18 years of industry experience. Jim 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
925 Westchester Ave, West Harrison, NY, 10604
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2025Customer Dispute
April 2025Other Business Activities
Jim is a silent partial owner (50%) of Comtec Enterprises, a gas station and convenience store, since 2018. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations20 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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