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Justin Crocker

J.P. Morgan Securities LLC
15 Years of Experience
Maspeth, NY
1 DisclosureBroker
View SEC Summary
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Justin Crocker is a registered investment advisor at J.P. Morgan Securities LLC, based in Maspeth, NY, with 15 years of industry experience. Justin 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

66-02 Grand Avenue, Maspeth, NY, 11378

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History

Regulatory History (1)
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
March 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Justin is a silent partner in a personal trainer franchise called GymGuyz since December 2024. He dedicates minimal time to this health and fitness business.

Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2018 - Present · 8 yrs 8 mos
J.P. Morgan Securities LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - January 2018 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - January 2018 · 1 yr 4 mos
Morgan Stanley
January 2014 - October 2015 · 1 yr 9 mos
Morgan StanleyBroker
December 2013 - October 2015 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2013 · 1 yr 1 mo
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
State Registrations19 states
AZCACTDCDEFLGAMAMONCNHNJNVNYPASCTNTXWA
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.
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