Brendan McMahonCRD Number: 5470854
Current Firm: J.p. Morgan Securities LLC
Brendan McMahon (CRD# 5470854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Appleton, WI and has over 6 years of experience in the finance industry.
Endowment Wealth Management, Inc.
Kerntke Otto Mcglone Wealth Management Group
Endowment Wealth Management, Inc.
|Fos River Ice Hockey Officials Association||Menasha, WI||Oct 2015 - Current||1|
|Jp Morgan Securities LLC||Appleton, WI||Feb 2014 - Current||3|
|Jp Morgan Chase Bank||Appleton, WI||Feb 2014 - Current||3|
|Unemployed||Pine River, WI||Jun 2013 - Feb 2014||< 1|
|Thrivent Financial For Lutherans||Plymouth, MI||Jan 2013 - Jun 2013||< 1|
|Thrivent Investment Management Inc.||Plymouth, MI||Oct 2012 - Jun 2013||< 1|
|Thrivent Financial For Lutherans||Plymouth, MI||Nov 2012 - Jan 2013||< 1|
|Bank Of America,na||Dearborn, MI||Nov 2010 - Oct 2012||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dearborn, MI||Oct 2009 - Oct 2012||3|
|Ford Field Management||Detroit, MI||Apr 2007 - Oct 2010||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dearborn, MI||Sep 2009 - Aug 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dearborn, MI||Sep 2008 - Jun 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dearborn, MI||Dec 2007 - Sep 2008||< 1|
|Gerard Mcmahon Painting||Dearborn, MI||Jan 2000 - Feb 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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