Brandon Curtis
Brandon Curtis is a registered investment advisor at J.P. Morgan Securities LLC, based in Riverside, CT, with 4 years of industry experience. Brandon 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
1150 E Putnam Ave, Riverside, CT, 06878
Get directionsHistory
Regulatory History (1)
Financial
March 2020Other Business Activities
Effective May 19, 2025, Brandon will be an employee of both JPMorgan Securities and JPMorgan Bank. As an employee of JPMorgan Bank, he will be able to offer certain bank products and services, including deposit and credit products.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Goldman Sachs & CO. LLCBroker
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
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