VB
VB
Vernon Biggs
14 Years of Experience
Washington, DC
1 DisclosureBroker
Vernon Biggs is a registered investment advisor at J.P. Morgan Securities LLC, based in Washington, DC, with 14 years of industry experience. Vernon 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
Fee-Only (% of Portfolio)
Firm Size
14163 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
875 15th St Nw, Floor 10, Washington, DC, 20005
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2005Final Disposition
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2023 - Present · 3 yrs
J.P. Morgan Securities LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Northern Trust Securities, INC.Broker
October 2012 - September 2023 · 10 yrs 11 mos
Northwestern Mutual Investment Services,llc
November 2011 - October 2012 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2011 - October 2012 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2011 - October 2011 · 1 mo
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.
More Advisors
- John CruikshankJ.P. Morgan Securities LLC
- Ryan Whyte, CFPJ.P. Morgan Securities LLC
- Frederick SchultzJ.P. Morgan Securities LLC
- Eric Teichberg, CFPJ.P. Morgan Securities LLC
- Sherod-Malik DavisJ.P. Morgan Securities LLC
- Courtney Straus, CFAJ.P. Morgan Securities LLC