TD
CFP
TD
CFP

Tyler Durand

18 Years of Experience
Los Angeles, CA
Broker

Tyler Durand is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Los Angeles, CA, with 18 years of industry experience. Tyler 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 ValueAnnual Fee
Up to $250K0.60%
$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

2029 Century Park East, Floor 37, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
J.P. Morgan Securities LLC
May 2021 - Present · 5 yrs 5 mos
J.P. Morgan Securities LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2015 - June 2021 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2015 - June 2021 · 5 yrs 7 mos
UBS Financial Services INC.
August 2008 - December 2015 · 7 yrs 4 mos
UBS Financial Services INC.Broker
June 2008 - December 2015 · 7 yrs 6 mos
State Registrations25 states
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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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