Brendan McMahon, financial advisor Appleton WI
93 score

Brendan McMahon

CRD 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.

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Company Name Location Dates Years
Fos River Ice Hockey Officials Association Menasha, WI Oct 2015 - Current 1
Jp Morgan Securities LLC Appleton, WI Feb 2014 - Current 2
Jp Morgan Chase Bank Appleton, WI Feb 2014 - Current 2
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
Contact Info for Brendan S. McMahon
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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