Brian Jones is a registered investment advisor at J.P. Morgan Securities LLC, based in Plano, TX, with 19 years of industry experience. Brian 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
8181 Communications Pkwy, F-04, Plano, TX, 75024
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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 →Other Business Activities
Brian works as a high school and college wrestling referee since May 2023, dedicating a few hours per week. This part-time, seasonal activity is not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Talis Advisory Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Money Concepts Capital CORPBroker
Equity Services, INC.Broker
State Registrations1 state
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.