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Antwane Maborn

J.P. Morgan Securities LLC
2 Years of Experience
Kansas City, MO
1 DisclosureBroker
View SEC Summary
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Antwane Maborn is a registered investment advisor at J.P. Morgan Securities LLC, based in Kansas City, MO, with 2 years of industry experience. Antwane 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

7701 State Line Rd, Kansas City, MO, 64114

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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.
Financial
May 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2026 - Present · 1 mo
J.P. Morgan Securities LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2025 - August 2026 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2025 - August 2026 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
November 2023 - July 2025 · 1 yr 8 mos
State Registrations4 states
KSMONCTX
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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