JB
JB

Jonathan Brand

16 Years of Experience
Princeton, NJ
Broker

Jonathan Brand is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1 University Square Drive, Princeton, NJ, 08540

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathan works as a music mixer for Elite Entertainment, dedicating a few hours per week during 1-2 weekends a month. He is also a board member of Triangle Commons Condo Association, spending minimal time per month.

Employment History
Current Registrations
Blackrock Investment Management, LLC
July 2011 - Present · 15 yrs
Blackrock Investments, LLCBroker
May 2011 - Present · 15 yrs 2 mos
Previous Registrations
Abner Herrman & Brock, LLCBroker
November 2009 - May 2011 · 1 yr 6 mos
State Registrations2 states
NJNY
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.