PR
CFP
PR
CFP

Pierre Rieumont

15 Years of Experience
Pinecrest, FL
1 DisclosureBroker

Pierre Rieumont is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Pinecrest, FL, with 15 years of industry experience. Pierre 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

10301 S. Dixie Hwy, Pinecrest, FL, 33156

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History

Regulatory History (1)
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Customer Dispute
October 2018
Denied
Other 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
July 2016 - Present · 9 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
State Registrations15 states
CACOCTFLILMAMDMONJNYPRSCTNUTWA
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.
Pierre Rieumont - Financial Advisor | TrueAdvisor