Austin Zaunbrecher
Austin Zaunbrecher is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in New Orleans, LA, with 9 years of industry experience. Austin 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
201 Saint Charles Ave, Floor 28, New Orleans, LA, 70170
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Equitas Capital Advisors,llc
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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
More Advisors
- Rudolph Ramelli, CFPJ.P. Morgan Securities LLC
- Manolo BacaJ.P. Morgan Securities LLC
- Stephen HooksJ.P. Morgan Securities LLC
- Daniel LedetJ.P. Morgan Securities LLC
- Gabriel Nehrbass, CFPEdward Jones
- John Finney, CFP, ChFCEdward Jones