Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Berkeley, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Berkeley, A to Z.
7 registered advisors work at J.P. Morgan Securities LLC in Berkeley, out of 13,437 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Berkeley, A to Z
Every J.P. Morgan Securities LLC advisor →- Tim EverhartCertified Financial Planner · Also a broker rep
- Peter GreenAlso a broker rep
- Vernon D. HobbsAlso a broker rep
- Shawn HuynhAlso a broker rep
- Jose JimenezAlso a broker rep
- Bryan S. MatheneyAlso a broker rep
- Ku Hei MoAlso a broker rep
J.P. Morgan Securities LLC advisors in every city and state →J.P. Morgan Securities LLC: assets, clients and custodians →J.P. Morgan news and advisor moves →Advisor Moves: who changed firms this week →
J.P. Morgan Securities LLC advisors in other cities
New York, NY 1,990Chicago, IL 596Columbus, OH 419Miami, FL 410Los Angeles, CA 322Houston, TX 311San Francisco, CA 294Boston, MA 256Dallas, TX 213Plano, TX 207Irvine, CA 186Atlanta, GA 175Greenwich, CT 142Tempe, AZ 142San Antonio, TX 129
Other firms in Berkeley
All Berkeley advisors →Strategic Advisers LLC 28North Berkeley Wealth Management, LLC 10Charles Schwab & Co., Inc. 8Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Berkeley?
7 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,437 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Berkeley?
J.P. Morgan Securities LLC ranks number 4 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.
How do I check a J.P. Morgan Securities LLC advisor in Berkeley?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J.P. Morgan Securities LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.