ZC
ZC
Zachary Calahan
12 Years of Experience
Boston, MA
1 DisclosureBroker
Zachary Calahan is a registered investment advisor at J.P. Morgan Securities LLC, based in Boston, MA, with 12 years of industry experience. Zachary 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Boston, MA
Get directionsHistory
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
May 2018Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2023 - Present · 2 yrs 11 mos
J.P. Morgan Securities LLC
September 2023 - Present · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
April 2018 - March 2025 · 6 yrs 11 mos
First Republic Securities Company, LLCBroker
April 2018 - September 2023 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - April 2018 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - April 2018 · 3 yrs 8 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.
More Advisors
- Daniel CurtinJ.P. Morgan Securities LLC
- Matthew Hare, CFAJ.P. Morgan Securities LLC
- David HenriquezJ.P. Morgan Securities LLC
- Dennis Murray, CFPJ.P. Morgan Securities LLC
- Heather Furdyna, CFPJ.P. Morgan Securities LLC
- Zachary Curtis, CFPJ.P. Morgan Securities LLC