William Brown (CRD# 6353205) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 2693512
Prudential Financial Planning Services
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gmf Fund I, LLC | Orlando, FL | May 2021 - Current | 3 |
| Jpmorgan Chase Bank Na | Fort Lauderdale, FL | Jun 2019 - Current | 4 |
| Jpmorgan Securities LLC | Fort Lauderdale, FL | Jun 2019 - Current | 4 |
| Ubs Financial Services | New York, NY | Jun 2015 - Jun 2019 | 4 |
| Williams College | Williamstown, MA | Sep 2011 - Jun 2015 | 3 |
| Ubs Financial Services | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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