Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Santa Cruz, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Santa Cruz, A to Z.
The short answer
7 registered advisors work at J.P. Morgan Securities LLC in Santa Cruz, out of 12,967 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Santa Cruz, A to Z
Every J.P. Morgan Securities LLC advisor →- Matthew GeorgeAlso a broker rep
- Christian A. KenneyAlso a broker rep
- Romeo Margot-PicquendarAlso a broker rep
- Matthew NeigerAlso a broker rep
- Trevor OwenAlso a broker rep
- Matthew G. PfeiferAlso a broker rep
- Stefan N. WebsterAlso 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 1,919Chicago, IL 549Miami, FL 401Columbus, OH 354Houston, TX 301San Francisco, CA 294Los Angeles, CA 291Dallas, TX 228Boston, MA 226Plano, TX 212Irvine, CA 191Atlanta, GA 164Tempe, AZ 141Greenwich, CT 140San Antonio, TX 126
Other firms in Santa Cruz
All Santa Cruz advisors →Morgan Stanley 31Ameriprise Financial Services, LLC 6LPL Financial LLC 4Natural Bridges Financial Advisors 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Santa Cruz?
7 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Santa Cruz, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,967 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Santa Cruz?
J.P. Morgan Securities LLC ranks number 2 in Santa Cruz by registered advisors; Morgan Stanley has the most, with 31.
How do I check a J.P. Morgan Securities LLC advisor in Santa Cruz?
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.