Kevin Bast is a registered investment advisor at J.P. Morgan Securities LLC, based in Tempe, AZ, with 23 years of industry experience. Kevin 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
150 W University Dr, Tempe, AZ, 85281
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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 LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
Previous Registrations
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Scottrade, INC.Broker
USAA Financial Planning Services
USAA Investment Management Company
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Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Ftn Financial Securities CORPBroker
Compass Brokerage, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ftn Financial Securities CORPBroker
Ing Funds Distributor, LLCBroker
Wells Fargo Securities INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations53 states
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