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Jamal Seale

J.P. Morgan Securities LLC
12 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Jamal Seale is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 12 years of industry experience. Jamal 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

270 Park Avenue, 22nd and 23rd floors, New York, NY, 10017

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History

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.
Financial
December 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2024 - Present · 2 yrs
J.P. Morgan Securities LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - February 2017 · 8 yrs 4 mos
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J.P. Morgan Securities INC.Broker
July 2007 - October 2008 · 1 yr 3 mos
J. P. Morgan Securities INC.
July 2007 - October 2008 · 1 yr 3 mos
Citigroup Global Markets INC.
July 2006 - July 2007 · 1 yr
Citigroup Global Markets INC.Broker
May 2006 - July 2007 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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