AC
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Anthony Centineo

9 Years of Experience
Studio City, CA
1 DisclosureBroker

Anthony Centineo is a registered investment advisor at J.P. Morgan Securities LLC, based in Studio City, CA, with 9 years of industry experience. Anthony 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

12051 Ventura Blvd., Studio City, CA, 91604

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History

Regulatory History (1)
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Customer Dispute
December 2019
Withdrawn
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2023 - Present · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2019 - December 2019 · 3 mos
Nylife Securities LLCBroker
April 2018 - July 2019 · 1 yr 3 mos
AXA Advisors, LLCBroker
May 2015 - April 2018 · 2 yrs 11 mos
State Registrations12 states
CACTFLGAMANCNJNYPATNTXWA
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.
Anthony Centineo - Financial Advisor | TrueAdvisor