Jeremy Barber
Jeremy Barber is a registered investment advisor at J.P. Morgan Securities LLC, based in Grand Rapids, MI, with 6 years of industry experience. Jeremy 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
200 Ottawa Ave NW, Floor 4, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
Criminal
March 2008Other Business Activities
Jeremy is a joint owner of three fitness franchises, StretchLab, in West Michigan, along with his wife Diane. He helped fund the initial investment but will not have day-to-day responsibilities, dedicating minimal time to the business.
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
More Advisors
- Lisa BlockJ.P. Morgan Securities LLC
- Michael Curtis, CFPJ.P. Morgan Securities LLC
- Karen Thrun, ChFCJ.P. Morgan Securities LLC
- Sumair HassanJ.P. Morgan Securities LLC
- Jamie HillsJ.P. Morgan Securities LLC
- Raymond Llewellyn, CFA, CFPCerity Partners LLC