Isabel Dueri is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Orlando, FL, with 16 years of industry experience. Isabel 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
7674 Dr. Phillips Blvd, Orlando, FL, 32819
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Isabel is an owner/partner in 22 Oak St LLC, a residential rental condo, dedicating minimal time. She also owns Dueri, LLC, an e-commerce business selling women's apparel, spending about 10-20% of her time on it.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations27 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
More Advisors
- Darryl LoboJ.P. Morgan Securities LLC
- Edward CollinsJ.P. Morgan Securities LLC
- Michael Miller, CFPJ.P. Morgan Securities LLC
- Caleb ChapmanJ.P. Morgan Securities LLC
- Travis Damon, CFPJ.P. Morgan Securities LLC
- Dustin Roedding, CFPJ.P. Morgan Securities LLC