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Rita Camburn

J.P. Morgan Securities LLC
19 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Rita Camburn is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 19 years of industry experience. Rita 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
14163 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

240 B Greenwich St, New York, NY, 10007

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History

Regulatory History (1)
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
April 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2015 - Present · 11 yrs 9 mos
J.P. Morgan Securities LLCBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Pimco Investments LLCBroker
February 2011 - December 2013 · 2 yrs 10 mos
Allianz Global Investors Distributors LLCBroker
August 2010 - February 2011 · 6 mos
Wells Fargo Advisors, LLC
June 2008 - August 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
June 2008 - August 2010 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - June 2008 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley
August 2006 - March 2007 · 7 mos
Morgan Stanley Dw INC.Broker
April 2006 - March 2007 · 11 mos
State Registrations33 states
ARAZCACOCTDCDEFLGAHIIAILKYMAMDMEMINCNJNMNVNYOHORPARISCTNTXUTVAVTWI
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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