Man So
Man So is a registered investment advisor at J.P. Morgan Securities LLC, based in Brooklyn, NY, with 15 years of industry experience. Man 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
6501 Ft Hamilton Pkwy, Brooklyn, NY, 11219
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Man works as a home care attendant for Public Partnership LLC, a home care service company, since 2025. He spends about half of his time in this role, taking care of his parents.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations20 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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