Zuzana Balzerova
Zuzana Balzerova is a registered investment advisor at J.P. Morgan Securities LLC, based in Longmont, CO, with 2 years of industry experience. Zuzana 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
1111 S. Hover St, Longmont, CO, 80501
Get directionsHistory
Regulatory History (1)
Criminal
March 2000Other Business Activities
Zuzana is a landlord for rental properties in Rochester, Nashville, and Wheat Ridge. She spends minimal time maintaining these properties.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations5 states
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
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