Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in San Rafael, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in San Rafael, A to Z.
The short answer
4 registered advisors work at J.P. Morgan Securities LLC in San Rafael, out of 12,970 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in San Rafael, A to Z
Every J.P. Morgan Securities LLC advisor →- Qui H. HuaAlso a broker rep
- Nicholas KnudsenAlso a broker rep
- Talyn MitchellAlso a broker rep
- Jonathan PerezAlso 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 Rafael
All San Rafael advisors →Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5
Questions
How many financial advisors does J.P. Morgan Securities LLC have in San Rafael?
4 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in San Rafael?
J.P. Morgan Securities LLC ranks number 16 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.
How do I check a J.P. Morgan Securities LLC advisor in San Rafael?
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.