Adam Toft
Adam Toft is a registered investment advisor at J.P. Morgan Securities LLC, based in Sunrise, FL, with 5 years of industry experience. Adam 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
12590 W. Sunrise Blvd, Sunrise, FL, 33323
Get directionsHistory
Regulatory History (1)
Regulatory
September 2005Other Business Activities
Adam serves as executor and successor trustee for a family trust and holds several general powers of attorney on behalf of family members. He also acts as trustee and grantor for the Adam Blaine Toft Trust.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.
Exams
More Advisors
- Karl Miranda, CFPJ.P. Morgan Securities LLC
- James Debevec, CFANeil Jesani Wealth Management
- Ehab Abdalla, CFPEagle Strategies LLC
- David Ray, ChFCEagle Strategies LLC
- Jose Martin, CFPLifecraft Wealth Management
- Kimberly Deprospero, CFPIfg Advisory, LLC