Joseph Powanda
Joseph Powanda is a registered investment advisor at J.P. Morgan Securities LLC, based in Ponte Vedra Beach, FL, with 4 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 1,246,646 clients with $430B 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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Contact
Joseph Powanda
Location
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Range Advisory, LLC
Modera Wealth Management, LLC
Bay Point Wealth
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.
Exams
More Advisors
- Matthew Marcin, CFAJ.P. Morgan Securities LLC
- Homer LeonardJ.P. Morgan Securities LLC
- Kevin Celleri, CFPWells Fargo Advisors
- Ulrike Bittenbinder, CFPSapphire Wealth Consulting, INC.
- James Heard, CFP, ChFCCreative Planning
- Daniel Hughes, CFP, ChFCRaymond James Financial Services Advisors, INC