Pierre Rieumont
Pierre Rieumont is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Pinecrest, FL, with 16 years of industry experience. Pierre 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
10301 S. Dixie Hwy, Pinecrest, FL, 33156
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Pierre is an owner/partner in Milburn Holdings LLC, Big Smile Holdings LLC, LK 137 LLC, and MT778 LLC, all real estate businesses focused on purchasing residential properties. He dedicates minimal time to these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations15 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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