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Geoffrey Waite

J.P. Morgan Securities LLC
7 Years of Experience
Hixson, TN
1 DisclosureBroker
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Geoffrey Waite is a registered investment advisor at J.P. Morgan Securities LLC, based in Hixson, TN, with 7 years of industry experience. Geoffrey 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

5235 Highway 153, Hixson, TN, 37343

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History

Regulatory History (1)
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Criminal
November 2025
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2024 - Present · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fisher Investments
July 2023 - July 2024 · 1 yr
Edward Jones
April 2023 - July 2023 · 3 mos
Edward JonesBroker
April 2023 - July 2023 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - January 2023 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - January 2023 · 4 yrs 10 mos
State Registrations9 states
ALCAGANCNJORTNTXWI
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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