GJ
GJ

Gina Jamurath

16 Years of Experience
Miami, FL
2 DisclosuresBroker

Gina Jamurath is a registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 16 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History (2)
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Financial
July 2020
Final
Financial
July 2020
Final
Other Business Activities

Gina is an employee of both JPMorgan Securities and JPMorgan Bank since March 2023. As an employee of JPMorgan Bank, she can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2023 - Present · 3 yrs 2 mos
J.P. Morgan Securities LLC
March 2023 - Present · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
February 2021 - April 2023 · 2 yrs 2 mos
UBS Financial Services INC.Broker
February 2021 - April 2023 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2017 - February 2021 · 3 yrs 10 mos
Goldman, Sachs & CO.Broker
December 2007 - April 2015 · 7 yrs 4 mos
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.
Gina Jamurath - Financial Advisor | TrueAdvisor