Juan Garcia
Juan Garcia is a registered investment advisor at J.P. Morgan Securities LLC, based in Newark, NJ, with 13 years of industry experience. Juan 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
151 Ferry St, Newark, NJ, 07105
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Juan owns JMG Investment Group, LLC, 78 Wakeman Associates, LLC, and 7619 5th Ave Associates, LLC, all holding companies for rental properties. He spends minimal time on these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations25 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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