Hightower Advisors
39yrs
Top advisor by experience in Port Sanit Lucie
5yrs
Brandon Chavez has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Port Sanit Lucie, Florida. Brandon joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 74 advisors with offices in Port Sanit Lucie, and one of 68 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1701 NW St Lucie West Blvd., Port Sanit Lucie, FL 34986
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brandon
How do I contact Brandon?
Call J.P. Morgan Securities at 800-999-2000 and ask for Brandon Chavez. Brandon works from the Port Sanit Lucie, FL office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Brandon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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