Bradley Fine
Bradley Fine is a registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, 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.
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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
601 S. Figueroa Street, Floor 35, Los Angeles, CA, 90017
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Bradley is a reserve police officer for the Culver City Police Department since 2003, dedicating about 10-20% of his time. Since 2018, he is also an employee of both JPMorgan Securities and JPMorgan Bank, offering bank products and services.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
State Registrations32 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.
Exams
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