John Cruikshank
John Cruikshank is a registered investment advisor at J.P. Morgan Securities LLC, based in Washington, DC, with 19 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
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
875 15th St Nw, Floor 10, Washington, DC, 20005
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
John is an employee/contractor at Takoda Navy Yard, a bar/restaurant in Washington DC, since 2022. He is a passive investor and spends minimal time on this venture.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan 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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