TrueAdvisor
TrueAdvisor
DS
DS

Dionisio Saenz

J.P. Morgan Securities LLC
1 Year of Experience
San Antonio, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Dionisio Saenz is a registered investment advisor at J.P. Morgan Securities LLC, based in San Antonio, TX, with 1 years of industry experience. Dionisio 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.

J.P. Morgan Securities LLC
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
—
View Full SEC Brochure

Location

20855 Stone Oak Pkwy, San Antonio, TX, 78258

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
May 2026 - Present · 5 mos
J.P. Morgan Securities LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
LPL Financial LLC
November 2023 - December 2024 · 1 yr 1 mo
LPL Financial LLCBroker
November 2023 - December 2024 · 1 yr 1 mo
Equitable Advisors, LLC
May 2023 - June 2023 · 1 mo
Equitable Advisors, LLCBroker
May 2023 - June 2023 · 1 mo
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.
More Advisors
More financial advisors in San Antonio, TX →All financial advisors in Texas →