Samuel Messerly
Samuel Messerly is a registered investment advisor at J.P. Morgan Securities LLC, based in Lewis Center, OH, with 6 years of industry experience. Samuel 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.
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
Location
8681 Columbus Pike, Lewis Center, OH, 43035
Get directionsHistory
Regulatory History (1)
Financial
May 2018Other Business Activities
Samuel is the Sargent At Arms for Rotary, a charity, spending minimal time attending meetings and working on service projects. He is also a trustee for his parents' family trust since 2000, requiring minimal time commitment.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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
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