Jon Duprau
Jon Duprau is a registered investment advisor at Index Technologies Group LLC, based in New York, NY, with 24 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
10 E. 53rd Street, Suite 1400, New York, NY, 10022
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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 ActivitiesSells Insurance
Jon is an insurance agent since 2015, spending minimal time on this. He is also involved with Index Technologies Group, LLC, Quantum Portfolio Management, LLC, and Arax Investment Partners, dedicating about half his time to the first two and a few hours per week to the last. Jon also advises business schools at Azusa Pacific University and California Polytechnic State University, spending minimal time on each.
Employment History
Current Registrations
Index Technologies Group LLC
Quantum Portfolio Management, LLC
Previous Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Securities, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations2 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.