Tyler Lightcap
Tyler Lightcap is a registered investment advisor at J.P. Morgan Securities LLC, based in Truckee, CA, with 16 years of industry experience. Tyler 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
11260 Donner Pass Rd, Truckee, CA, 96161
Get directionsHistory
Regulatory History (1)
Criminal
December 2002Other Business Activities
Tyler is the Chairman of the High Fives Foundation, a non-profit supporting outdoor sports athletes. He dedicates minimal time to this role, presiding at meetings, acting as a liaison, and ensuring the board's directives are carried out.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations18 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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