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Melvin Don Fisher

J.p. Morgan Securities LLC

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About Melvin Don Fisher

Melvin Don Fisher is a financial professional with over 30 years of experience in the industry. Melvin Don Fisher is currently registered with J.P. Morgan Securities LLC in California and Texas. Melvin Don Fisher has a wide range of experience, having previously worked with several firms including Thomas Weisel Partners LLC, J.P. Morgan Securities Inc., Citigroup Global Markets Inc., Emmett A Larkin Company, Inc., E*TRADE Securities, Inc., and A. M. Howells & Company, Inc.. Melvin Don Fisher's areas of specialization include portfolio management for businesses and individuals, financial planning, and pension consulting.

Firm Information

Melvin Fisher is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

560 Mission St

San Francisco, CA 94105

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Melvin Fisher’s Registration & Firm History

CA

07/24/2023 - Present

J.p. Morgan Securities LLC (San Francisco CA)

CA

03/05/2007 - 08/23/2010

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

CA

11/10/2004 - 02/02/2007

J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)

NY

04/30/1997 - 10/14/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

CA

08/07/1995 - 05/02/1997

EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)

NJ

03/14/1995 - 07/12/1995

E*TRADE SECURITIES, INC. (JERSEY CITY NJ)

CA

05/13/1993 - 01/14/1995

A. M. HOWELLS & COMPANY, INC. (OAKLAND CA)

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Licenses & Designations

IA

Issued 12/28/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 1/2/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 4/30/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 7/29/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 4/15/1996

Series 4 - Registered Options Principal Examination

BC

Issued 5/22/1995

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/1/1999

Series 3 - National Commodity Futures Examination

BC

Issued 5/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Melvin Don Fisher.
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