RM
RM

Radostina Mims

4 Years of Experience
Houston, TX
1 DisclosureBroker

Radostina Mims is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 4 years of industry experience. Radostina 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
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History (1)
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Financial
January 2020
Final
Other Business Activities

Radostina is an employee of both JPMorgan Securities and JPMorgan Bank since April 2022. As an employee of JPMorgan Bank, she can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
August 2022 - Present · 4 yrs 2 mos
J.P. Morgan Securities LLC
July 2022 - Present · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 2022 - Present · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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