SR
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Susan Richards-Dresback
10 Years of Experience
Chicago, IL
1 DisclosureBroker
Susan Richards-Dresback is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 10 years of industry experience. Susan 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
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Location
10 S Dearborn St, Floor 12, Chicago, IL, 60603
Get directionsHistory
Regulatory History (1)
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Financial
November 2017Final
Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2019 - Present · 7 yrs 6 mos
J.P. Morgan Securities LLCBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
May 2016 - April 2018 · 1 yr 11 mos
State Registrations48 states
AKALARAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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