Brian Weigand is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 15 years of industry experience. Brian 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
270 Park Avenue, Floors 24 and 25, New York, NY, 10017
Get directionsHistory
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 Activities
Brian is a consultant for Isagenix Worldwide, LLC, a multi-level marketing company selling nutrition products, since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
State Registrations53 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
More Advisors
- Thomas Morgan, CFAJ.P. Morgan Securities LLC
- Rita CamburnJ.P. Morgan Securities LLC
- Jeanne BergerJ.P. Morgan Securities LLC
- Kevin Sherman, CFPJ.P. Morgan Securities LLC
- James Fleming, CFPJ.P. Morgan Securities LLC
- John Kelly, CFPJ.P. Morgan Securities LLC