Preston Came is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Naples, FL, with 17 years of industry experience. Preston 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
850 Park Shore Dr, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Preston is the owner/partner of Saddle Hill Management LLC, a real estate holding company for a condominium unit, spending minimal time on it. He is also an officer, investor, co-owner, and secretary of his spouse's travel business, Sunstate Getaways, Inc., dedicating minimal time to signing tax returns and corporate filings.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Mbsc Securities CorporationBroker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
State Registrations53 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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