J.P. Morgan Securities
Negotiation Scale
High
Size of Deal Scale
Highest
Total
325% to 350%
Upfront Payment
175% to 200%
Backend Payment
125%
Deferred
Negotiable, upwards of 25% of T-12
Year 1 Hurdle
85% of Revenue
Payout bonus: 75% of incoming production
Year 2 Hurdle
100% of Revenue
Payout bonus: 50% of production from incoming T-12
Year 3 Hurdle
115% of Revenue
Payout bonus: 25% from actual T-12
Year 4 Hurdle
130% of Revenue
Payout bonus: 25% of production from actual T-12
BrokerChalk makes every effort to update this information in a timely fashion but cannot guarantee its accuracy. Advisors are encouraged to undertake their own due diligence or to speak to a BrokerChalk Match consultant.