BH
BH
Bradley Hamlin
34 Years of Experience
Los Angeles, CA
3 DisclosuresBroker
Bradley Hamlin is a registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, with 34 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.
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 Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $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
—
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Location
601 S. Figueroa Street, Floor 35, Los Angeles, CA, 90017
Get directionsHistory
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
February 2009Settled
Customer Dispute
June 2008Settled
Customer Dispute
March 2001Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
May 2017 - Present · 9 yrs 5 mos
J.P. Morgan Securities LLCBroker
May 2017 - Present · 9 yrs 5 mos
J.P. Morgan Securities LLC
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2008 - May 2017 · 8 yrs 7 mos
UBS Financial Services INC.
October 2008 - May 2017 · 8 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
Cibc World Markets CORP.Broker
November 1995 - March 2001 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
August 1994 - November 1995 · 1 yr 3 mos
Smith Barney INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
Bear, Stearns & CO. INC.Broker
September 1992 - January 1993 · 4 mos
State Registrations32 states
AZCACOCTDCFLGAHIILINKYMAMEMIMOMTNENJNMNVNYOKORPASCTNTXUTVAVTWAWY
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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