Bradley McElwain, financial advisor Florence KY
93 score

Bradley McElwain

CRD Number: 5417644
Current Firm: J.p. Morgan Securities LLC

Bradley McElwain (CRD# 5417644) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Florence, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Florence, KY Oct 2013 - Current 3
Jp Morgan Securities LLC Florence, KY Oct 2013 - Current 3
Goodwill Industries Springdale, OH Jul 2013 - Sep 2013 < 1
Unemployed Independence, KY Mar 2013 - Jun 2013 < 1
Edward Jones Burlington, KY May 2011 - Mar 2013 1
Strategic Advisers Covington, KY Jun 2007 - Apr 2011 3
Fidelity Brokerage Services Covington, KY Jun 2007 - Apr 2011 3
Fidelity Investments Cincinnati, OH Jun 2007 - Apr 2011 3
East Indiana Treatment Center Lawrenceburg, IN Jan 2007 - Jun 2007 < 1
Primerica Florence, KY Nov 2006 - Jun 2007 < 1
United States Postal Service Burlington, KY Nov 2006 - Jan 2007 < 1
Unemployed Lawrenceburg, IN Jun 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Bradley D. McElwain
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • KY
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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