Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Portage, A to Z.
The short answer
3 registered advisors work at J.P. Morgan Securities LLC in Portage, out of 12,970 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Portage, A to Z
Every J.P. Morgan Securities LLC advisor →- Patti L. LentAlso a broker rep
- Noah MarckwardtAlso a broker rep
- Matthew WeaverAlso 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 Portage
All Portage advisors →Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Portage?
3 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Portage?
J.P. Morgan Securities LLC ranks number 21 in Portage by registered advisors; Zhang Financial has the most, with 19.
How do I check a J.P. Morgan Securities LLC advisor in Portage?
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.