Troy Gerschutz
Troy Gerschutz is a registered investment advisor at J.P. Morgan Securities LLC, based in Dublin, OH, with 21 years of industry experience. Troy 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
6515 Sawmill Rd, Dublin, OH, 43017
Get directionsHistory
Regulatory History (3)
Regulatory
January 2017Customer Dispute
March 2014Customer Dispute
April 2013Other Business Activities
Troy is a partial owner and investor in Ark Real Estate Group, LLC, a business that buys rental properties. He helps finance the rental property investments, dedicating minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations47 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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