Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Oakland, A to Z.
The short answer
11 registered advisors work at J.P. Morgan Securities LLC in Oakland, out of 12,970 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Oakland, A to Z
Every J.P. Morgan Securities LLC advisor →- Ann ChenAlso a broker rep
- Yu ChenAlso a broker rep
- Todd J. EvansAlso a broker rep
- William M. Fay IIIAlso a broker rep
- Wahid A. HaidariAlso a broker rep
- Ryan S. LeonardAlso a broker rep
- Jeff M. LoventhalAlso a broker rep
- Yudith L. Macedo JimenezAlso a broker rep
- Yun C. MessinaAlso a broker rep
- Douglas NisenAlso a broker rep
- Leon T. WorthyAlso 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 Oakland
All Oakland advisors →Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Oakland?
11 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Oakland?
J.P. Morgan Securities LLC ranks number 6 in Oakland by registered advisors; Morgan Stanley has the most, with 51.
How do I check a J.P. Morgan Securities LLC advisor in Oakland?
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.