JC
JC
Jonathan Calderon
21 Years of Experience
Brooklyn, NY
1 DisclosureBroker
Jonathan Calderon is a registered investment advisor at J.P. Morgan Securities LLC, based in Brooklyn, NY, with 21 years of industry experience. Jonathan 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
225 Havemeyer Street, Brooklyn, NY, 11211
Get directionsHistory
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
December 2015Denied
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 2007 - October 2012 · 5 yrs 1 mo
Chase Investment Services CORP.Broker
June 2006 - October 2012 · 6 yrs 4 mos
Joseph Stevens & Company, INC.Broker
February 2006 - April 2006 · 2 mos
S.W. Bach & CompanyBroker
August 2005 - February 2006 · 6 mos
State Registrations25 states
ALAZCACOCTDCDEFLGAIDILMEMSNJNVNYORPAPRSCTNTXUTVAVT
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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