Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Mission Viejo, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Mission Viejo, A to Z.
The short answer
5 registered advisors work at J.P. Morgan Securities LLC in Mission Viejo, out of 12,970 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Mission Viejo, A to Z
Every J.P. Morgan Securities LLC advisor →- Karim A. MekhailAlso a broker rep
- William PegramAlso a broker rep
- Logan S. SandhuAlso a broker rep
- Steven D. ShieldsCertified Financial Planner · Also a broker rep
- Xiaoxi ZhangAlso 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 Mission Viejo
All Mission Viejo advisors →Strategic Advisers LLC 28Charles Schwab & Co., Inc. 19Financial Management Network Inc. 19Wells Fargo Clearing Services, LLC 13LPL Financial LLC 12Edward Jones 9Stifel, Nicolaus & Company, Incorporated 8Osaic Wealth, Inc. 5Pfs Investments Inc. 4Cetera Investment Advisers LLC 3Everett Harris & Co. 3Ticino Wealth 3
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Mission Viejo?
5 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Mission Viejo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Mission Viejo?
J.P. Morgan Securities LLC ranks number 8 in Mission Viejo by registered advisors; Strategic Advisers LLC has the most, with 28.
How do I check a J.P. Morgan Securities LLC advisor in Mission Viejo?
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.