DB
DB
Drew Bailey
16 Years of Experience
New York, NY
1 DisclosureBroker
Drew Bailey is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 16 years of industry experience. Drew 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
—
Loading...
Location
390 Madison Ave, New York, NY, 10017
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
August 2007Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2025 - Present · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2017 - May 2018 · 1 yr
J.P. Morgan Securities LLCBroker
November 2010 - April 2017 · 6 yrs 5 mos
Ameriprise Financial Services, INC.
August 2006 - August 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
July 2006 - August 2007 · 1 yr 1 mo
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.
More Advisors
- Thomas Morgan, CFAJ.P. Morgan Securities LLC
- Rita CamburnJ.P. Morgan Securities LLC
- Jeanne BergerJ.P. Morgan Securities LLC
- Kevin Sherman, CFPJ.P. Morgan Securities LLC
- James Fleming, CFPJ.P. Morgan Securities LLC
- John Kelly, CFPJ.P. Morgan Securities LLC