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William Salansky

11 Years of Experience
Tampa, FL
1 DisclosureBroker

William Salansky is a registered investment advisor at J.P. Morgan Securities LLC, based in Tampa, FL, with 11 years of industry experience. William 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

4005 S Dale Mabry Hwy, Tampa, FL, 33611

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History

Regulatory History (1)
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Criminal
March 2002
Final Disposition
Employment History
Current Registrations
J.P. Morgan Securities LLC
July 2018 - Present · 7 yrs 10 mos
J.P. Morgan Securities LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
March 2015 - March 2018 · 3 yrs
VALIC Financial Advisors, INC.Broker
February 2015 - March 2015 · 1 mo
VALIC Financial Advisors, INC.
February 2015 - March 2015 · 1 mo
Ameriprise Financial Services, INC.
November 2013 - January 2015 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
October 2013 - January 2015 · 1 yr 3 mos
State Registrations10 states
CTDCFLGALAMTNJNYSCVA
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.