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Hunter Archibald

J.P. Morgan Securities LLC
10 Years of Experience
Flower Mound, TX
1 DisclosureBroker
View SEC Summary
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Hunter Archibald is a registered investment advisor at J.P. Morgan Securities LLC, based in Flower Mound, TX, with 10 years of industry experience. Hunter 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.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2051 Long Prairie Road, Flower Mound, TX, 75022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
February 2023 - Present · 3 yrs 8 mos
J.P. Morgan Securities LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Hapax Capital LLC
May 2021 - October 2022 · 1 yr 5 mos
Microventure Marketplace INC.Broker
March 2020 - June 2020 · 3 mos
Tl Private Wealth
October 2018 - March 2019 · 5 mos
TD Ameritrade Investment Management, LLC
January 2015 - October 2018 · 3 yrs 9 mos
TD Ameritrade, INC.
January 2015 - October 2018 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
June 2014 - October 2018 · 4 yrs 4 mos
State Registrations22 states
AKARCACOCTFLIDILINKSKYMAMSNCNYOHPASCTNTXUTVA
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.
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