Spencer Strahan
Spencer Strahan is a registered investment advisor at J.P. Morgan Securities LLC, based in Portland, OR, with 45 years of industry experience. Spencer 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
805 SW Broadway, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2001Other Business Activities
Spencer is a director for the Western Golf Association-Evans Scholars Foundation, dedicating minimal time. He is also the Vice President of Braedon Heights HOA, spending minimal time on this role.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
- Kaitlyn Winn, CFPJ.P. Morgan Securities LLC
- Jennifer LiuJ.P. Morgan Securities LLC
- Hannah Forney, CFPJ.P. Morgan Securities LLC
- Christian CrawfordJ.P. Morgan Securities LLC
- Gary Leaverton, CFAJ.P. Morgan Securities LLC
- Ryan Jones, CFPJ.P. Morgan Securities LLC