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Jamie Yanez

J.P. Morgan Securities LLC
19 Years of Experience
Benbrook, TX
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Jamie Yanez is a registered investment advisor at J.P. Morgan Securities LLC, based in Benbrook, TX, with 19 years of industry experience. Jamie 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.

J.P. Morgan Securities LLC
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 ValueAnnual Fee
Up to $250K0.60%
$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
—
View Full SEC Brochure

Location

8820 Benbrook Blvd, Benbrook, TX, 76126

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History

Regulatory History (3)
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.
Financial
July 2017
Final
Financial
May 2017
Final
Financial
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2020 - Present · 6 yrs 7 mos
J.P. Morgan Securities LLCBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2017 · 4 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
January 2011 - May 2013 · 2 yrs 4 mos
Wells Fargo Investments, LLCBroker
July 2010 - December 2010 · 5 mos
Wells Fargo Advisors, LLCBroker
October 2008 - July 2010 · 1 yr 9 mos
Wachovia Securities, LLCBroker
September 2007 - March 2008 · 6 mos
Nylife Securities LLCBroker
October 2006 - September 2007 · 11 mos
State Registrations18 states
ALARCACOFLILINMAMNMOMSNCNVORTXUTVAWI
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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