KH
KH
Kelsey Heimbigner
8 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
Kelsey Heimbigner is a registered investment advisor at J.P. Morgan Securities LLC, based in Scottsdale, AZ, with 8 years of industry experience. Kelsey 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
6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ, 85250
Get directionsHistory
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
October 2016Final
Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2022 - Present · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2020 - August 2021 · 11 mos
Fidelity Brokerage Services LLCBroker
August 2017 - August 2021 · 4 yrs
State Registrations42 states
ALARAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXVAVTWAWIWY
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.
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