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Ashley Sherrod

J.P. Morgan Securities LLC
8 Years of Experience
Troy, MI
1 DisclosureBroker
View SEC Summary
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Ashley Sherrod is a registered investment advisor at J.P. Morgan Securities LLC, based in Troy, MI, with 8 years of industry experience. Ashley 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

2155 W Big Beaver Rd, Troy, MI, 48084

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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
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
August 2026 - Present · 2 mos
J.P. Morgan Securities LLC
July 2026 - Present · 3 mos
J.P. Morgan Securities LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Edward JonesBroker
March 2023 - July 2026 · 3 yrs 4 mos
Edward Jones
March 2023 - July 2026 · 3 yrs 4 mos
UBS Financial Services INC.
May 2021 - March 2023 · 1 yr 10 mos
UBS Financial Services INC.Broker
May 2021 - March 2023 · 1 yr 10 mos
Morgan Stanley
July 2018 - May 2021 · 2 yrs 10 mos
Morgan StanleyBroker
May 2018 - May 2021 · 3 yrs
State Registrations1 state
MI
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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