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Carmen Haynes

11 Years of Experience
Columbus, OH
1 DisclosureBroker

Carmen Haynes is a registered investment advisor at J.P. Morgan Securities LLC, based in Columbus, OH, with 11 years of industry experience. Carmen 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
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
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Location

1111 Polaris Parkway, Floor 4J, Columbus, OH, 43240

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History

Regulatory History (1)
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Judgment / Lien
March 2026
Other Business Activities

Carmen owns Carmen's Gorgeous Art, Ltd., an e-commerce business selling her own artwork, and Sew In Love, Ltd., a home sewing business. She dedicates minimal time to her art business and about a quarter of her time to her sewing business.

Employment History
Current Registrations
J.P. Morgan Securities LLC
June 2018 - Present · 8 yrs 4 mos
J.P. Morgan Securities LLCBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
March 2015 - May 2017 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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