Alberto Salas
Alberto Salas is a registered investment advisor at J.P. Morgan Securities LLC, based in Plano, TX, with 8 years of industry experience. Alberto 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
8181 Communications Pkwy, F-04, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Financial
December 2018Other Business ActivitiesSells Insurance
Alberto is an independent insurance agent selling home, auto, and commercial insurance through Salas Insurance Agency, LLC since 2022. He dedicates minimal time to this activity, working about 20 hours per month on the weekend.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Nylife Securities LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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
- Robert HillJ.P. Morgan Securities LLC
- Ali AzeezJ.P. Morgan Securities LLC
- Derek Frank-HidalgoJ.P. Morgan Securities LLC
- Michael Mrlik, CFPJ.P. Morgan Securities LLC
- Michael AndersonJ.P. Morgan Securities LLC
- Camille PowellJ.P. Morgan Securities LLC