KD
KD
Kody Damron
18 Years of Experience
Phoenix, AZ
1 DisclosureBroker
Kody Damron is a registered investment advisor at J.P. Morgan Securities LLC, based in Phoenix, AZ, with 18 years of industry experience. Kody 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
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ, 85018-2719
Get directionsHistory
Regulatory History (1)
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Civil
October 2009Final
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
August 2026 - Present · 2 mos
J.P. Morgan Securities LLC
August 2026 - Present · 2 mos
Previous Registrations
Wells Fargo Advisors
October 2016 - August 2026 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - August 2026 · 9 yrs 10 mos
Stoker Ostler, a Part of BMO Financial Group
May 2012 - April 2016 · 3 yrs 11 mos
Oxford Investment Partners, LLC
June 2010 - December 2011 · 1 yr 6 mos
Citigroup Global Markets INC.
January 2005 - July 2007 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
September 2004 - July 2007 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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