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Credentials
CFP®, Series 66
Experience Industry experience
25 years
Location
San Luis, AZ 85349
J.P. Morgan Securities
Institution
Brian Compton is a Certified Financial Planner® (CFP®) and holds a Series 66 license with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, NA since 2022. Based in San Luis, AZ, he is part of a large advisory team at J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
San Luis, AZ
623 N. Main Street
San Luis AZ 85349
Advisors at this office
1
Arizona · Texas
25 years of industry experience
JPMorgan Chase Bank, NA.
2022 - Present • 4 years
Yuma, AZ
J.P. Morgan Securities LLC
2012 - Present • 14 years
Yuma, AZ
Chase Investment Services Corp.
2005 - 2012 • 7 years
Banc One Securities Corporation
2002 - 2005 • 3 years
Yuma, AZ
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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