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Jeffrey Bonsol

J.P. Morgan Securities LLC
17 Years of Experience
Carol Stream, IL
1 DisclosureBroker
View SEC Summary
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Jeffrey Bonsol is a registered investment advisor at J.P. Morgan Securities LLC, based in Carol Stream, IL, with 17 years of industry experience. Jeffrey 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

411 S. Schmale Road, Carol Stream, IL, 60188

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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.
Customer Dispute
September 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
March 2019 - Present · 7 yrs 7 mos
J.P. Morgan Securities LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Avatar Securities, LLCBroker
July 2018 - October 2018 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - June 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - June 2018 · 2 yrs 10 mos
OptionshouseBroker
January 2015 - July 2015 · 6 mos
Optionshouse, LLCBroker
October 2010 - January 2015 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - October 2010 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - October 2010 · 2 mos
Chase Investment Services CORP.Broker
July 2007 - May 2009 · 1 yr 10 mos
State Registrations26 states
ALAZCACOFLGAIAILINMDMIMNMONCNDNVNYOHOKORSDTNTXVAWAWI
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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