Brian Stange, financial advisor Bishop CA
93 score

Brian Stange

CRD Number: 3060858
Current Firm: J.p. Morgan Securities LLC

Brian Stange (CRD# 3060858) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bishop, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Bishop, CA Oct 2012 - Current 4
Wm Financial Services, Inc. Bishop, CA Mar 1999 - Current 17
Safeway Corporation Pleasanton, CA Feb 2014 - Sep 2014 < 1
Safeway Corp Bishop, CA Oct 2012 - Nov 2013 1
Owens Valley Committee Bishop, CA Mar 2010 - Dec 2012 2
Chase Investment Services Corp. Bishop, CA May 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Brian R. Stange
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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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