Malik Farr
Malik Farr is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Winter Garden, FL, with 16 years of industry experience. Malik 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
14403 Shoreside Way, Winter Garden, FL, 34787
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Malik is an investor in WRR 1, LLC, dealing with private real estate investments, dedicating minimal time. Malik also co-owns rental property as a landlord, but this activity is not investment-related and requires no time commitment.
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
Goldman, Sachs & CO.Broker
State Registrations27 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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