TrueAdvisor
TrueAdvisor
KA
KA

Kevin Alexander

J.P. Morgan Securities LLC
14 Years of Experience
Mineola, NY
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Kevin Alexander is a registered investment advisor at J.P. Morgan Securities LLC, based in Mineola, NY, with 14 years of industry experience. Kevin 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.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 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 ValueAnnual Fee
Up to $250K0.60%
$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
—
View Full SEC Brochure

Location

216 Old Country Rd FL 2, Mineola, NY, 11501

Get directions

History

Regulatory History (2)
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.
Customer Dispute
April 2020
Denied
Criminal
April 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
August 2025 - Present · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
August 2025 - Present · 1 yr 2 mos
J.P. Morgan Securities LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
February 2023 - March 2025 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2023 - July 2025 · 2 yrs 6 mos
J.P. Morgan Securities LLC
January 2016 - December 2022 · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
January 2014 - December 2022 · 8 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
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
More financial advisors in Mineola, NY →All financial advisors in New York →