TrueAdvisor
TrueAdvisor
JB
JB

Joyce Mildred Bond

Clearbridge Investments, LLC
42 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementSocially Responsible Investing
Clearbridge Investments, LLC
Compensation
Fee-Only (AUM)
Firm Size
45 advisors
Number of Clients
122,375 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$180.8B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

One Madison Avenue, 18th Floor, New York, NY, 10010

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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
Clearbridge Investments, LLC
February 2013 - Present · 13 yrs
Franklin Distributors, LLC
December 2005 - Present · 20 yrs 2 mos
Franklin Distributors, LLCBroker
December 2005 - Present · 20 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 1994 - December 2005 · 11 yrs 1 mo
Everen Securities, INC.Broker
September 1990 - November 1994 · 4 yrs 2 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
July 1990 - September 1990 · 2 mos
Drexel Burnham Lambert IncorporatedBroker
November 1985 - April 1990 · 4 yrs 5 mos
Shearson Lehman Brothers INC.Broker
December 1982 - November 1985 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.