Aldo Severson
Aldo Severson is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 7 years of industry experience. Aldo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
1 Front Street, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Aldo is a 50% owner of Happy Pals, LLC, a non-financial services business, since June 2022. He spends a few hours per week on this activity, with minimal time during securities trading hours, selling products online.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
UBS Financial Services INC.
UBS Financial Services INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations53 states
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