BH
BH

Bradley Hargrave

15 Years of Experience
Parlin, NJ
Broker

Bradley Hargrave is a registered investment advisor at J.P. Morgan Securities LLC, based in Parlin, NJ, with 15 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 N Ernston Rd, Parlin, NJ, 08859

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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
June 2019 - Present · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Pgim Investments LLC
August 2012 - July 2019 · 6 yrs 11 mos
Prudential Investment Management Services LLCBroker
August 2012 - June 2019 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - July 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - July 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
October 2010 - January 2011 · 3 mos
State Registrations18 states
CACOCTDEFLGAILINMAMDMONJNYPASCTNTXVA
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.