Kevin Duke is a registered investment advisor at J.P. Morgan Securities LLC, based in Columbus, OH, with 7 years of industry experience. Kevin 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.
| 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%.
3415 Vision Drive, Columbus, OH, 43219
Get directionsKevin owns Midwest Jersey Plug, LLC, a retail business, since 2021. He purchases inventory, markets items, and fulfills orders, dedicating minimal time to the business.
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