Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
843,555 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1437.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

600 5th Avenue South, Suite 210, Naples, FL, 34102

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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
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2023 - December 2024 · 1 yr 3 mos
First Republic Securities Company, LLCBroker
May 2023 - September 2023 · 4 mos
J.P. Morgan Private Wealth Advisors LLC
April 2023 - January 2025 · 1 yr 9 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Kevin A Boorman - Financial Advisor | TrueAdvisor