Ferraro Edouard
Ferraro Edouard is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 17 years of industry experience. Ferraro 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
919 Third Avenue, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Ferraro owns and manages two real estate rental properties, 7 Waterbury LLC (since 2020) and Aurore Immobolier LLC (since 2019). These activities require minimal time and are not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations28 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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