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Jerel Negron

3 Years of Experience
New York, NY
Broker

Jerel Negron is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 3 years of industry experience. Jerel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

240 Greenwich Street, New York, NY, 10286

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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

Jerel works for Uber providing cab and food delivery services since January 2023, and is a joint partner at Fast Traction Transport LLC (a freight logistics company) since June 2024. Both activities take about 10-20% of his time each.

Employment History
Current Registrations
Bny Mellon Securities CorporationBroker
August 2024 - Present · 1 yr 9 mos
Bny Mellon Securities Corporation
August 2024 - Present · 1 yr 9 mos
Bny Mellon Securities Corporation
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
November 2023 - August 2024 · 9 mos
Morgan StanleyBroker
May 2022 - August 2024 · 2 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jerel Negron - Financial Advisor | TrueAdvisor