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Bradley Hargrave

J.P. Morgan Securities LLC
33 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Bradley Hargrave is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 33 years of industry experience. Bradley 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

988 8th Avenue, New York, NY, 10019

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History

Regulatory History (1)
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
January 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
March 2012 - October 2012 · 7 mos
Wells Fargo Advisors, LLC
February 2011 - March 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
February 2011 - March 2012 · 1 yr 1 mo
Chase Investment Services CORP.
February 1998 - February 2011 · 13 yrs
Chase Investment Services CORP.Broker
August 1996 - February 2011 · 14 yrs 6 mos
Bhcm INC.Broker
February 1995 - August 1996 · 1 yr 6 mos
Gna Securities, INC.Broker
November 1994 - February 1995 · 3 mos
Metlife Securities INC.Broker
August 1992 - August 1994 · 2 yrs
Metropolitan Life Insurance CompanyBroker
August 1992 - August 1994 · 2 yrs
State Registrations20 states
AZCACOCTDCDEFLGAILMAMDMTNCNJNVNYOHPASCTX
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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