NM
NM

Natalya Muravchik

17 Years of Experience
White Plains, NY
Broker

Natalya Muravchik is a registered investment advisor at J.P. Morgan Securities LLC, based in White Plains, NY, with 17 years of industry experience. Natalya 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

925 Westchester Avenue, Floor 04, White Plains, NY, 10604

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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

Natalya is a board member of She's The First, a non-profit organization that raises funds for educational programs for young girls. She dedicates minimal time to this role, working with agencies to allocate donations and acting as a liaison between board members and the accounting firm. Natalya is also an employee of both JPMorgan Securities and JPMorgan Bank.

Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2013 - Present · 12 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2013 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - October 2013 · 4 yrs 1 mo
Blackrock Investments, INC.Broker
August 2008 - March 2009 · 7 mos
State Registrations37 states
AKAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMONCNHNJNMNVNYOHORPASCTNTXVAVTWIWVWY
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.
Natalya Muravchik - Financial Advisor | TrueAdvisor