Kurt Sylvia
Kurt Sylvia is a registered investment advisor at J.P. Morgan Securities LLC, based in Jupiter, FL, with 32 years of industry experience. Kurt 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $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
Location
Jupiter, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
August 2008Customer Dispute
December 2005Other Business Activities
Kurt is an owner/partner in several businesses, including Clear Blue Smiles (medical), Good Boy Beverage (food & beverage), Hawksbill 90 LLC (real estate speculation), Techie Kids Club (education), Tripletale LLC (boating), Caddy Barks LLC (custom golf engraving), 14 16 Sheeps Pond LLC (real estate), Veritus Capital TK SPV LLC (consulting), and owns a home to sell and a summer home to rent. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
First Miami Securities, INC.Broker
First Investors CorporationBroker
State Registrations51 states
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.