Patrick Gorand
Patrick Gorand is a registered investment advisor at J.P. Morgan Securities LLC, based in Winnetka, IL, with 15 years of industry experience. Patrick 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
791 Elm St, Floor 2, Winnetka, IL, 60093
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business Activities
Patrick is a silent shareholder in Shiftgig, Inc., an online job placement and social community for the service industry, since 2011. He devotes minimal time to this non-investment related business.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations53 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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