Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in San Mateo, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in San Mateo, A to Z.
The short answer
10 registered advisors work at J.P. Morgan Securities LLC in San Mateo, out of 12,970 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in San Mateo, A to Z
Every J.P. Morgan Securities LLC advisor →- Gregory S. ArgyresAlso a broker rep
- Kali FrancoAlso a broker rep
- Tom GaiAlso a broker rep
- Adam C. GreenAlso a broker rep
- Issa KalehAlso a broker rep
- Grant LiuAlso a broker rep
- Meagan C. MerrillAlso a broker rep
- Rasa PetrauskaiteAlso a broker rep
- Jia Hui WeiAlso a broker rep
- Jinglang WeiCertified Financial Planner · 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 San Mateo
All San Mateo advisors →Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6
Questions
How many financial advisors does J.P. Morgan Securities LLC have in San Mateo?
10 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in San Mateo?
J.P. Morgan Securities LLC ranks number 9 in San Mateo by registered advisors; Fisher Investments has the most, with 48.
How do I check a J.P. Morgan Securities LLC advisor in San Mateo?
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.