Bryan Beloff
Bryan Beloff is a registered investment advisor at J.P. Morgan Securities LLC, based in Windermere, FL, with 14 years of industry experience. Bryan 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
9176 Conroy Windermere Rd, Windermere, FL, 34786
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Bryan owns rental real estate property through 7629 Aloma, LLC since March 2024. He also reviews title searches for NTR Florida, LLC, dedicating 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
State Registrations22 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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