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Brandon G Hill

Advisor at J.P. Morgan Securities — Mount Dora, FL

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Mount Dora, FL 32757

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,607 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Brandon Hill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory role, he is involved with the Florida Lacrosse Officials Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Mount Dora, FL

18925 Us 441

Mount Dora FL 32757

Advisors at this office

1

Most active in

Florida · Texas

Work history

18 years of industry experience

JP Morgan Chase Bank, N.A.

2021 - Present • 5 years

Orlando, FL

Florida Lacrosse Officials Association

2020 - 2025 • 5 years

Winter Garden, FL

Charles Schwab

2019 - 2021 • 2 years

Orlando, FL

Charles Schwab bank

2019 - 2021 • 2 years

Orlando, FL

Charles Schwab Bank

2018 - 2019 • 1 year

Tucson, AZ

Charles Schwab & Co., INC

2018 - 2019 • 1 year

Tucson, AZ

TD Ameritrade Investment Management, LLC

2018 - 2018 • 1 year

Tucson, AZ

TD Ameritrade, inc.

2018 - 2018 • 1 year

Tucson, AZ

Scottrade Investment Management

2017 - 2018 • 1 year

Tucson, AZ

Scottrade, Inc

2014 - 2018 • 4 years

Tucson, AZ

Jp Morgan Securities, LLC

2012 - Present • 14 years

Orlando, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James R

Series 63, Series 65

Tavares, FL

LSP Advisory LLC

James Randazzo is a financial advisor with LSP Advisory LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC in 2014 and LSP Advisory, LLC in 2019. In addition to advisory work, Randazzo is involved in tax consulting and preparation, life insurance and annuities sales, and Medicare planning. LSP Advisory, LLC is an independent registered investment adviser serving individuals and high-net-worth clients, managing approximately $24.8 million across nearly 100 accounts. The firm primarily uses risk-based model portfolios and third-party sub-advisers, with a focus on quantitative and qualitative evaluation of managers, and offers services in equities, fixed income, mutual funds, ETFs, structured notes, REITs, and private/alternative investments.

Private / alternative investments
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Philip F

Series 65

Apopka, FL

Polaris Financial Planning, LLC.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

Passive / index investing
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David S

CFP®, Series 65

Sorrento, FL

Apis Wealth, LLC

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Concentrated stock management Retirement income strategy Income planning College savings (529s, UTMA, etc.) Executive
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Daniel B

CFP®, Series 63, Series 65

Apopka, FL

Victory Wealth Management, LLC

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

Options & derivatives strategies Active portfolio management
user avatar

Joseph B

ChFC®, Series 63

Longwood, FL

Avanti Wealth Management

Joseph Bilello is a ChFC® with 38 years of industry experience. He has been with Avanti Wealth Management since 2006 and has held roles at G. A. Repple & Company and Avanti Financial Group, Inc. since 1992. Outside of his advisory work, he serves on the board of Seminole County Young Life, contributing to program oversight and organizational goals. Avanti Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with integrated wealth management services including financial planning, portfolio management, pension consulting, and educational workshops. The firm offers tailored portfolios managed using both in-house analysis and third-party strategies through the Prosperity Capital Advisors platform.

Retirement income strategy Equity compensation tax strategy Business sale tax planning General estate planning guidance Cash flow / budgeting Executive Founder/Business Owner Retired Established Professionals Approaching retirement
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Carlos S

Series 63, Series 65

Apopka, FL

Borger Capital Management LLC

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in non-investment activities such as eBay sales and collecting royalties from copyrighted material. Borger Capital Management LLC is a state-registered investment adviser that provides asset and portfolio management, financial and retirement planning, insurance planning, and consulting services to individuals, families, and small business owners. The firm employs a concentrated precious-metals strategy using a blend of fundamental, technical, and cyclical analysis across discretionary and non-discretionary engagements.

Cash flow / budgeting
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