TS
TS

Thomas Slowinski

16 Years of Experience
Winnetka, IL
Broker

Thomas Slowinski is a registered investment advisor at J.P. Morgan Securities LLC, based in Winnetka, IL, with 16 years of industry experience. Thomas 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

851 Spruce Street, Winnetka, IL, 60093

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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

Thomas is a general partner in Papi Legusta, LLC, since 2016, focusing on musical composition, recording, and live performance. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2024 - Present · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.Broker
November 2009 - October 2012 · 2 yrs 11 mos
State Registrations17 states
ALCACOFLHIIAIDILKYMIOHORPATNUTWAWI
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.
Thomas Slowinski - Financial Advisor | TrueAdvisor