Brian GaffneyCRD Number: 5062091
Current Firm: J.p. Morgan Securities LLC
Brian Gaffney (CRD# 5062091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairport, NY and has over 15 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|J.p. Morgan Securities LLC||Irondequoit, NY||Oct 2012 - Current||9|
|Chase Investment Services Corp||Rochester, NY||Jul 2007 - Oct 2012||5|
|Grinnell's Restaurant||Rochester, NY||Sep 2002 - Jul 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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