Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in San Ramon, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in San Ramon, A to Z.
The short answer
4 registered advisors work at J.P. Morgan Securities LLC in San Ramon, out of 12,970 at the firm nationwide; it ranks number 14 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 Ramon, A to Z
Every J.P. Morgan Securities LLC advisor →- Lou Chien HuangAlso a broker rep
- Brian MuiAlso a broker rep
- James R. SmithAlso a broker rep
- Brendaliz ValenzuelaAlso 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 Ramon
All San Ramon advisors →Osaic Wealth, Inc. 25Raymond James Financial Services Advisors, Inc. 22LPL Financial LLC 16Charles Schwab & Co., Inc. 14California Financial Advisors 13Ameritas Advisory Services, LLC 12American Investors Company 9Eagle Strategies LLC 8Prosperity Financial Group, Inc. 8Cetera Investment Advisers LLC 7Insight Wealth Strategies, LLC 6Strategic Advisers LLC 6
Questions
How many financial advisors does J.P. Morgan Securities LLC have in San Ramon?
4 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in San Ramon, 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 Ramon?
J.P. Morgan Securities LLC ranks number 14 in San Ramon by registered advisors; Osaic Wealth, Inc. has the most, with 25.
How do I check a J.P. Morgan Securities LLC advisor in San Ramon?
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.