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Luther Stuhlman

J.P. Morgan Securities LLC
21 Years of Experience
White Plains, NY
Broker
View SEC Summary
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Luther Stuhlman is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in White Plains, NY, with 21 years of industry experience. Luther 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

925 Westchester Avenue, Floor 04, White Plains, NY, 10604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luther is an employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he offers bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
May 2015 - Present · 11 yrs 5 mos
J.P. Morgan Securities LLC
August 2005 - Present · 21 yrs 2 mos
J.P. Morgan Securities LLCBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Banc of America Investment Services, INC.
July 2005 - August 2005 · 1 mo
Banc of America Investment Services, INC.Broker
May 2005 - August 2005 · 3 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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