Jhana-Rae Cole
Jhana-Rae Cole is a registered investment advisor at J.P. Morgan Securities LLC, based in Columbus, OH, with 5 years of industry experience. Jhana-Rae 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
1111 Polaris Pkwy, Floor 1C, Columbus, OH, 43240
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2025Other Business Activities
Jhana-Rae works as an employee/contractor setting up dessert tables for events since July 2024. This activity takes a few hours per week and is unrelated to her role at JPMC.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
E*trade Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
State Registrations53 states
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.