Advisor at J.P. Morgan Securities
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Location
San Luis, AZ 85349
Credentials
CFP®, Series 66
Industry experience
24 years
Brian Compton is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, NA. since 2022. He is based in Yuma, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.
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
623 N. Main Street
San Luis, AZ 85349
Arizona · Texas
JPMorgan Chase Bank, NA.
2022 - Present (4 years)
J.P. Morgan Securities
2012 - Present (14 years)
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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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