Gerardo Juarez
Gerardo Juarez is a registered investment advisor at J.P. Morgan Securities LLC, based in Mcallen, TX, with 21 years of industry experience. Gerardo 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
200 South Tenth Street, Mcallen, TX, 78501
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Gerardo owns and manages JRZ Lures LLC, manufacturing and selling fishing lures, dedicating minimal time. He also owns rental property through Blue Note Capital LLC and manages those properties through Blue Note Property Management LLC, spending a few hours per week on these investment-related activities.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations25 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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