TrueAdvisor
TrueAdvisor
JL
JL

Jesus Lechuga

J.P. Morgan Securities LLC
4 Years of Experience
Yakima, WA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Jesus Lechuga is a registered investment advisor at J.P. Morgan Securities LLC, based in Yakima, WA, with 4 years of industry experience. Jesus 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

211 East Yakima Avenue, Yakima, WA, 98901

Get directions

History

Regulatory History (2)
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
October 2020
Final
Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
May 2025 - Present · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Foresters Financial Services, INC.Broker
March 2017 - June 2017 · 3 mos
State Registrations3 states
CAORWA
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.
More Advisors
More financial advisors in Yakima, WA →All financial advisors in Washington →