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Pavel Kreychman

18 Years of Experience
Brooklyn, NY
2 DisclosuresBroker

Pavel Kreychman is a registered investment advisor at J.P. Morgan Securities LLC, based in Brooklyn, NY, with 18 years of industry experience. Pavel 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 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
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Location

1002 Brighton Beach Ave, Brooklyn, NY, 11235

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History

Regulatory History (2)
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
March 2018
Denied
Customer Dispute
February 2015
Settled
Other Business Activities

Pavel is involved in several businesses including a food distribution company in Portugal, a logistics and wholesale food business, and a restaurant. Pavel also owns rental property, which is investment-related.

Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
September 2010 - October 2012 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
September 2008 - October 2012 · 4 yrs 1 mo
State Registrations15 states
AZCACOCTFLGAMANCNJNYOHPATNVAWA
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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