Maritsa Rojas
Maritsa Rojas is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 13 years of industry experience. Maritsa 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
10 S Dearborn St, Floor 11, Chicago, IL, 60603
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2009Other Business Activities
Maritsa works as a delivery driver for Spark Driver App and Uber Eats, and as an independent stylist/sales consultant for Color Street cosmetics. These activities each take minimal time.
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
- Wanjiku Ikenye, CFPJ.P. Morgan Securities LLC
- Andrea AlvaradoJ.P. Morgan Securities LLC
- John Smallwood, CFPJ.P. Morgan Securities LLC
- Susan Richards-DresbackJ.P. Morgan Securities LLC
- Lars GreinerJ.P. Morgan Securities LLC
- Max Nutkowitz, CFPJ.P. Morgan Securities LLC