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Blaize Kaduru

21 Years of Experience
Houston, TX
1 DisclosureBroker

Blaize Kaduru is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 21 years of industry experience. Blaize operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10243 S Kempwood Dr, Houston, TX, 77043

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History

Regulatory History (1)
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Customer Dispute
September 2012
Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2014 - Present · 12 yrs 5 mos
J.P. Morgan Securities LLCBroker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - September 2013 · 4 mos
Bbva Wealth Solutions INC.
March 2011 - September 2013 · 2 yrs 6 mos
Bbva Compass Investment Solutions, INCBroker
February 2011 - May 2013 · 2 yrs 3 mos
VALIC Financial Advisors, INC.Broker
April 2009 - February 2011 · 1 yr 10 mos
VALIC Financial Advisors, INC.
April 2009 - February 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - February 2009 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - February 2009 · 2 yrs
D. E. Wine Investments INC.Broker
June 1992 - July 1992 · 1 mo
American Express Financial Advisors INC.Broker
August 1989 - June 1990 · 10 mos
John Hancock Distributors, INC.Broker
February 1988 - August 1989 · 1 yr 6 mos
Blinder, Robinson & CO., INC.Broker
May 1987 - December 1987 · 7 mos
American Express Financial Advisors INC.Broker
January 1987 - February 1987 · 1 mo
State Registrations8 states
ALARCACOMNNMPATX
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.