William Brown
William Brown is a registered investment advisor at J.P. Morgan Securities LLC, based in Jacksonville, FL, with 33 years of industry experience. William 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
7255 Baymeadows Way, Floor 3, Jacksonville, FL, 32256
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Regulatory History
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
J.P. Morgan Securities LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
PNC Investments
PNC InvestmentsBroker
Edward Jones
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TD Ameritrade, INC.Broker
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H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
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First Affiliated SecuritiesBroker
Corporate Securities Group, INC.Broker
Biltmore Securities, INCBroker
KochcapitalBroker
J. W. Gant & Associates, INC.Broker
State Registrations53 states
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