BT
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Blair Thompson
28 Years of Experience
Upper Darby, PA
1 DisclosureBroker
Blair Thompson is a registered investment advisor at J.P. Morgan Securities LLC, based in Upper Darby, PA, with 28 years of industry experience. Blair 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.
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 Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $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
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Location
101B S 69th St, Upper Darby, PA, 19082
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2016Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2026 - Present · 9 mos
J.P. Morgan Securities LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
July 2018 - July 2025 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
July 2018 - July 2025 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - February 2017 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - February 2017 · 1 yr 1 mo
Wells Fargo Advisors, LLC
December 2013 - December 2015 · 2 yrs
Wells Fargo Advisors, LLCBroker
December 2013 - December 2015 · 2 yrs
Waddell & Reed, INC.Broker
November 2013 - December 2013 · 1 mo
Nestwise LLC
April 2013 - September 2013 · 5 mos
Mcglinn Capital Management INC
January 2006 - March 2010 · 4 yrs 2 mos
Mcglinn Capital Management INC
July 2005 - December 2005 · 5 mos
Vanguard Marketing CorporationBroker
January 1995 - May 2004 · 9 yrs 4 mos
Thomson Mckinnon Securities INC.Broker
September 1988 - March 1989 · 6 mos
Morgan Stanley Market Products INC.Broker
July 1987 - August 1988 · 1 yr 1 mo
Morgan Stanley & CO., IncorporatedBroker
October 1985 - August 1988 · 2 yrs 10 mos
State Registrations1 state
PA
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.