Adriana Mena
Adriana Mena is a registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 9 years of industry experience. Adriana 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
Miami, FL
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Regulatory History (1)
Financial
July 2025Other Business Activities
Adriana is a 50% co-owner of Amaja Luxury Design LLC D.B.A. Debbies Drapery Design Studio, an interior design and custom window treatment business. This takes about 10-20% of her time, but the other co-owner will manage the business.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations53 states
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
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