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Michael Marietti

J.P. Morgan Securities LLC
9 Years of Experience
Chicago, IL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Marietti is a registered investment advisor at J.P. Morgan Securities LLC, based in Chicago, IL, with 9 years of industry experience. Michael 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.

J.P. Morgan Securities LLC
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 ValueAnnual Fee
Up to $250K0.60%
$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
—
View Full SEC Brochure

Location

230 W Grand Ave, Chicago, IL, 60654

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History

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.
Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
July 2017 - Present · 9 yrs 3 mos
J.P. Morgan Securities LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
National Securities CorporationBroker
November 2016 - June 2017 · 7 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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