Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Lake Oswego, A to Z.
The short answer
3 registered advisors work at J.P. Morgan Securities LLC in Lake Oswego, out of 12,970 at the firm nationwide; it ranks number 38 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Lake Oswego, A to Z
Every J.P. Morgan Securities LLC advisor →- Benjamin HarenAlso a broker rep
- Eric J. PurcellAlso a broker rep
- Brian A. SingerAlso 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 Lake Oswego
All Lake Oswego advisors →Morgan Stanley 38UBS Financial Services Inc. 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Robert W. Baird & Co. Incorporated 23Ameriprise Financial Services, LLC 22Aldrich Wealth LP 21Raymond James Financial Services Advisors, Inc. 20Charles Schwab & Co., Inc. 18MML Investors Services, LLC 18Wells Fargo Clearing Services, LLC 18Steward Partners Investment Advisory, LLC 17D.A. Davidson & Co. 14
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Lake Oswego?
3 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Lake Oswego, Oregon, 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 Lake Oswego?
J.P. Morgan Securities LLC ranks number 38 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a J.P. Morgan Securities LLC advisor in Lake Oswego?
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.