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Cristian Biondi

5 Years of Experience
Monroe, NY
Broker

Cristian Biondi is a registered investment advisor at J.P. Morgan Securities LLC, based in Monroe, NY, with 5 years of industry experience. Cristian 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

845 Rte. 17M, Suite 10, Monroe, NY, 10950

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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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Other Business Activities

Cristian is an employee/contractor for Calvary Baptist Church, a nonprofit religious organization, where he performs maintenance and housekeeping work for a few hours per week. He also provides unpaid advice on church upkeep and maintenance.

Employment History
Current Registrations
J.P. Morgan Securities LLC
July 2023 - Present · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Equitable Advisors, LLC
March 2021 - July 2023 · 2 yrs 4 mos
Equitable Advisors, LLCBroker
December 2020 - July 2023 · 2 yrs 7 mos
State Registrations12 states
AZCTDEFLMDMINJNYPAVAVTWI
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.
Cristian Biondi - Financial Advisor | TrueAdvisor