CD
CD

Conor Delaney

4 Years of Experience
Harahan, LA
Broker

Conor Delaney is a registered investment advisor at J.P. Morgan Securities LLC, based in Harahan, LA, with 4 years of industry experience. Conor 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
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

950 S. Clearview Pkwy, Harahan, LA, 70123

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
May 2025 - Present · 1 yr 2 mos
J.P. Morgan Securities LLC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
January 2025 - May 2025 · 4 mos
Voya Financial Advisors, INC.
January 2025 - May 2025 · 4 mos
Oneamerica Securities, INC.Broker
May 2023 - December 2024 · 1 yr 7 mos
Oneamerica Securities, INC.
May 2023 - December 2024 · 1 yr 7 mos
Robert W. Baird & CO. Incorporated
October 2022 - April 2023 · 6 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - April 2023 · 6 mos
Hefren-Tillotson, INC.
January 2022 - October 2022 · 9 mos
Hefren-Tillotson, INC.Broker
July 2021 - October 2022 · 1 yr 3 mos
State Registrations4 states
LANCOHTX
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.
Conor Delaney - Financial Advisor | TrueAdvisor