Stephon Briganti-Ortiz (CRD# 7341309) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Buena Park, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Buena Park, CA | Feb 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Buena Park, CA | Feb 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hawthorne, CA | Dec 2022 - Feb 2024 | 1 |
| Bank Of America, N.a. | Hawthorne, CA | Dec 2022 - Feb 2024 | 1 |
| Outfront Media | Los Angeles, CA | Jul 2022 - Dec 2022 | < 1 |
| New York Life | Brea, CA | Feb 2021 - Jul 2022 | 1 |
| Ashley Homestore | Hawthorne, CA | Feb 2022 - Jun 2022 | < 1 |
| Stoneledge Furniture, LLC | Signal Hill, CA | Feb 2022 - Jun 2022 | < 1 |
| Signal Hill Subs | Signal Hill, CA | Feb 2022 - Mar 2022 | < 1 |
| Boost Health Insurance | Huntington Beach, CA | Oct 2021 - Jan 2022 | < 1 |
| Elmore Toyota | Huntington Beach, CA | Jan 2021 - Feb 2021 | < 1 |
| Unemployed | Long Beach, CA | Dec 2020 - Dec 2020 | < 1 |
| S W Corporation | Fullerton, CA | Nov 2020 - Nov 2020 | < 1 |
| Massive Dollar Plus LLC | Stanton, CA | Sep 2020 - Nov 2020 | < 1 |
| Lexus Of Englewood | Englewood, NJ | Oct 2018 - Sep 2020 | 1 |
| Montclair State Unv | Montclair, NJ | Jan 2018 - Dec 2019 | 1 |
| Planned Companies | Parsippany, NJ | Jul 2019 - Sep 2019 | < 1 |
| Uber | Nutley, NJ | Jan 2017 - Jul 2019 | 2 |
| Pizza Paramus Inc. | Paramus, NJ | May 2017 - Sep 2017 | < 1 |
| Unemployed | Nutley, NJ | Feb 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
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