Adrian Gaytan
Adrian Gaytan is a registered investment advisor at J.P. Morgan Securities LLC, based in Long Beach, CA, with 16 years of industry experience. Adrian 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
6300 E. Spring St, Long Beach, CA, 90815
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2024Other Business Activities
Adrian is an owner/partner in Sandyhook LP LLC, a real estate venture utilizing residential property for business purposes under Airbnb, since 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations17 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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