NJ
NJ

Neiaffa Jones-Blue

19 Years of Experience
New Hyde Park, NY
Broker

Neiaffa Jones-Blue is a registered investment advisor at J.P. Morgan Securities LLC, based in New Hyde Park, NY, with 19 years of industry experience. Neiaffa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2335 New Hyde Park Road, New Hyde Park, NY, 11042

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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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Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2013 - Present · 13 yrs 1 mo
J.P. Morgan Securities LLCBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
February 2007 - November 2011 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
February 2007 - November 2011 · 4 yrs 9 mos
Ameriprise Financial Services, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
June 2005 - July 2006 · 1 yr 1 mo
State Registrations3 states
CTNJNY
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.
Neiaffa Jones-Blue - Financial Advisor | TrueAdvisor