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N Alard

9 Years of Experience
Los Angeles, CA
Broker

N Alard is a registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, with 9 years of industry experience. N 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

1888 Century Park East, Los Angeles, CA, 90067-1702

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

N is an employee of both JPMorgan Securities and JPMorgan Bank since November 2021. As an employee of JPMorgan Bank, N can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2021 - Present · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLCBroker
March 2018 - November 2021 · 3 yrs 8 mos
RBC Capital Markets, LLC
March 2018 - November 2021 · 3 yrs 8 mos
UBS Financial Services INC.
July 2015 - January 2017 · 1 yr 6 mos
UBS Financial Services INC.Broker
June 2015 - January 2017 · 1 yr 7 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.
N Alard - Financial Advisor | TrueAdvisor