JN
JN

Jerome Niles

27 Years of Experience
Broker

Jerome Niles is a registered investment advisor at Dominari Securities LLC, based in New York, NY, with 27 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
235 clients
Average Client Portfolio
$177K average
Assets Under Management
$41.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.65%
$50.0M - $75.0M0.50%
$75M+0.45%

Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.

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

725 Fifth Ave., 23rd Fl., New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dominari Securities LLC
April 2023 - Present · 3 yrs
Dominari Securities LLCBroker
April 2023 - Present · 3 yrs
Previous Registrations
Revere Securities LLCBroker
January 2021 - April 2023 · 2 yrs 3 mos
Morgan Stanley
May 2013 - January 2021 · 7 yrs 8 mos
Morgan StanleyBroker
May 2013 - January 2021 · 7 yrs 8 mos
Oppenheimer & CO. INC.
March 2009 - May 2013 · 4 yrs 2 mos
Oppenheimer & CO. INC.Broker
January 2009 - May 2013 · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2003 - January 2009 · 5 yrs 7 mos
Sands Brothers & CO., LTD.Broker
December 1998 - November 2003 · 4 yrs 11 mos
State Registrations51 states
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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.
Jerome Niles - Financial Advisor | TrueAdvisor