LB
LB

Larry Behum

14 Years of Experience
New York, NY
Broker

Larry Behum is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 14 years of industry experience. Larry 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

270 Park Avenue, New York, NY, 10017

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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

Larry is the owner/partner of Labmark Exteriors, LLC, a construction company specializing in exterior residential services, since 2009. He dedicates a few hours per week to this business.

Employment History
Current Registrations
J.P. Morgan Securities LLC
August 2022 - Present · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
August 2022 - Present · 3 yrs 9 mos
J.P. Morgan Securities LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2016 - November 2021 · 5 yrs 3 mos
J.P. Morgan Securities LLCBroker
August 2016 - November 2021 · 5 yrs 3 mos
Morgan StanleyBroker
April 2013 - July 2016 · 3 yrs 3 mos
Natcity Investments, INC.
December 2008 - September 2009 · 9 mos
Natcity Investments, INC.Broker
December 2008 - September 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - July 2008 · 9 mos
A. G. Edwards & Sons, INC.
October 2006 - October 2007 · 1 yr
A. G. Edwards & Sons, INC.Broker
October 2006 - October 2007 · 1 yr
State Registrations9 states
CADEFLILMANCNYOHTX
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.