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BC
CFP
BC
CFP

Brenton Coop

J.P. Morgan Securities LLC
41 Years of Experience
Lexington, KY
Broker
View SEC Summary
View SEC Summary

Brenton Coop is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Lexington, KY, with 41 years of industry experience. Brenton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 East Main Street, Lexington, KY, 40507

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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.

Learn about disclosures →
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
January 2002 - July 2005 · 3 yrs 6 mos
Banc One Securities CorporationBroker
February 1992 - July 2005 · 13 yrs 5 mos
Banc One Securities CorporationBroker
January 1992 - January 1992 · 0 mos
Hibbard Brown & CO., INC.Broker
June 1988 - June 1988 · 0 mos
The Ohio CompanyBroker
June 1988 - January 1992 · 3 yrs 7 mos
Hibbard Brown & CO., INC.Broker
May 1988 - June 1988 · 1 mo
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
May 1985 - February 1987 · 1 yr 9 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMOMTNCNDNENJNVNYOHPASCSDTNTXUTVAWAWIWV
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.
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