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Financial ADVSR advisor directory · SEC adviser records

J.P. Morgan Securities LLC financial advisors in Wellesley, MA

Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Wellesley, A to Z.

The short answer

5 registered advisors work at J.P. Morgan Securities LLC in Wellesley, out of 12,967 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

J.P. Morgan Securities LLC advisors in Wellesley, A to Z

Every J.P. Morgan Securities LLC advisor →

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 Wellesley

All Wellesley advisors →

Morgan Stanley 130Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7Peak Financial Management Inc. 5

Questions

How many financial advisors does J.P. Morgan Securities LLC have in Wellesley?

5 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 12,967 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is J.P. Morgan Securities LLC one of the largest advisor employers in Wellesley?

J.P. Morgan Securities LLC ranks number 12 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

How do I check a J.P. Morgan Securities LLC advisor in Wellesley?

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.