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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

J.P. Morgan Securities

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.

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