Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Los Altos, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Los Altos, A to Z.
The short answer
3 registered advisors work at J.P. Morgan Securities LLC in Los Altos, out of 12,970 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Los Altos, A to Z
Every J.P. Morgan Securities LLC advisor →- Jeremy L. McChesneyCertified Financial Planner · Also a broker rep
- Michael SantangeloAlso a broker rep
- Weiheng ZhangChartered Financial Analyst · Also 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 1,933Chicago, IL 570Miami, FL 405Columbus, OH 392Los Angeles, CA 308Houston, TX 305San Francisco, CA 286Boston, MA 251Dallas, TX 213Plano, TX 200Irvine, CA 179Atlanta, GA 166Tempe, AZ 141Greenwich, CT 136San Antonio, TX 133
Other firms in Los Altos
All Los Altos advisors →Charles Schwab & Co., Inc. 16Diversifi Capital Inc. 7Edward Jones 5Mariner 5Ameriprise Financial Services, LLC 4Strategic Advisers LLC 4Gates Pass Advisors, LLC 3Traveka Wealth, LLC 3
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Los Altos?
3 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Los Altos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Los Altos?
J.P. Morgan Securities LLC ranks number 8 in Los Altos by registered advisors; Charles Schwab & Co., Inc. has the most, with 16.
How do I check a J.P. Morgan Securities LLC advisor in Los Altos?
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.