JT
JT
John Taveira
17 Years of Experience
Delray Beach, FL
1 DisclosureBroker
John Taveira is a registered investment advisor at J.P. Morgan Securities LLC, based in Delray Beach, FL, with 17 years of industry experience. John 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
4899 W Atlantic Ave, Delray Beach, FL, 33445
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
July 2013Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2019 - Present · 7 yrs 9 mos
J.P. Morgan Securities LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
PNC Investments
March 2013 - November 2018 · 5 yrs 8 mos
PNC InvestmentsBroker
March 2013 - November 2018 · 5 yrs 8 mos
Ing Financial Partners, INC
July 2012 - March 2013 · 8 mos
Ing Financial Partners, INC.Broker
May 2012 - March 2013 · 10 mos
Mutual of America Life Insurance CompanyBroker
February 2012 - March 2012 · 1 mo
Mutual of America Securities CorporationBroker
February 2012 - March 2012 · 1 mo
Money Concepts Capital CORP
March 2009 - January 2012 · 2 yrs 10 mos
Money Concepts Capital CORPBroker
August 2008 - January 2012 · 3 yrs 5 mos
State Registrations13 states
CACTDEFLGAMANCNJNYRISCTXWA
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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