Jay Siembieda
Jay Siembieda is a registered investment advisor at J.P. Morgan Securities LLC, based in Washington, DC, with 17 years of industry experience. Jay 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
875 15th St Nw, Floor 10, Washington, DC, 20005
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Jay is the Chairman of the Board of Directors for the Yale Veterans Association, dedicating minimal time to this role. The association supports veterans through various programs and activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities 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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