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Kurt Sylvia

J.P. Morgan Securities LLC
33 Years of Experience
Palm Beach Gardens, FL
3 DisclosuresBroker
View SEC Summary
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Kurt Sylvia is a registered investment advisor at J.P. Morgan Securities LLC, based in Palm Beach Gardens, FL, with 33 years of industry experience. Kurt 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

3825 Pga Blvd, 8th and 9th Floor, Palm Beach Gardens, FL, 33410

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Settled
Customer Dispute
August 2008
Award / Judgment
Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2017 - Present · 8 yrs 11 mos
J.P. Morgan Securities LLC
November 2017 - Present · 8 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - December 2017 · 9 yrs
UBS Financial Services INC.Broker
November 2008 - December 2017 · 9 yrs 1 mo
Wachovia Securities, LLC
October 2000 - November 2008 · 8 yrs 1 mo
Wachovia Securities, LLCBroker
October 2000 - November 2008 · 8 yrs 1 mo
First Union Brokerage Services, INC.Broker
August 1999 - October 2000 · 1 yr 2 mos
First Miami Securities, INC.Broker
June 1993 - August 1999 · 6 yrs 2 mos
First Investors CorporationBroker
September 1989 - September 1989 · 0 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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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