Brandie Fish
Brandie Fish is a registered investment advisor at J.P. Morgan Securities LLC, based in Denver, CO, with 26 years of industry experience. Brandie 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
1490 17th St FL 1, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Brandie is an independent contractor as a life coach since January 2024. She dedicates minimal time to this activity, providing guidance and support to clients to improve their lives.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations34 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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