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Todd Holden

J.P. Morgan Securities LLC
21 Years of Experience
Stuart, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Todd Holden is a registered investment advisor at J.P. Morgan Securities LLC, based in Stuart, FL, with 21 years of industry experience. Todd 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

2280 SE Federal Hwy, Stuart, FL, 34994

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History

Regulatory History (2)
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
January 2015
Denied
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
September 2010 - October 2012 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
September 2010 - October 2012 · 2 yrs 1 mo
PNC InvestmentsBroker
November 2009 - September 2010 · 10 mos
PNC Investments
November 2009 - September 2010 · 10 mos
Natcity Investments, INC.Broker
October 2007 - November 2009 · 2 yrs 1 mo
Natcity Investments, INC.
October 2007 - November 2009 · 2 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley
April 2005 - April 2007 · 2 yrs
Morgan Stanley Dw INC.Broker
April 2005 - April 2007 · 2 yrs
State Registrations23 states
ALAZCACOCTDEFLGAHIILMAMINCNJNVNYOHPATXVAWAWIWV
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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