Bryan PepperCRD Number: 5040301
Current Firm: J.p. Morgan Securities LLC
Bryan Pepper (CRD# 5040301) is an Investment Advisor Representative working at Firstpoint Financial, LLC in Leawood, KS and has over 9 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Jpmorgan Chase Bank, N.a.||Irvine, CA||Jul 2021 - Current||< 1|
|J.p. Morgan Securities LLC||Irvine, CA||Jul 2021 - Current||< 1|
|Bryan Pepper, Sole Proprietor||San Clemente, CA||Jul 2018 - Current||3|
|Prism Investment Management, Inc.||Scottsdale, AZ||Jun 2020 - Jul 2021||1|
|Prism Financial Concepts||Scottsdale, AZ||Jun 2020 - Jul 2021||1|
|Friends And Family Financial LLC||San Clemente, CA||Sep 2018 - Dec 2020||2|
|Verity Asset Management||Laguna Hills, CA||Aug 2019 - Dec 2019||< 1|
|Verity Investments, Inc.||Laguna Hills, CA||Aug 2019 - Dec 2019||< 1|
|Appreciation Financial||Henderson, NV||Aug 2019 - Dec 2019||< 1|
|Llf Companies||Newport Beach, CA||Mar 2019 - Aug 2019||< 1|
|Jewish Community Foundation San Diego||San Diego, CA||Apr 2018 - Feb 2019||< 1|
|Unemployed||Overland Park, KS||Sep 2017 - Mar 2018||< 1|
|Vantage Investment Advisors, LLC||Overland Park, KS||May 2017 - Aug 2017||< 1|
|Mariner Wealth Advisors||Overland Park, KS||Mar 2017 - Aug 2017||< 1|
|Mariner Wealth Advisors, LLC||Overland Park, KS||Mar 2015 - Aug 2017||2|
|Mariner Wealth Advisors||Overland Park, KS||Oct 2014 - Aug 2017||2|
|Montage Securities, LLC||Overland Park, KS||Dec 2013 - Aug 2017||3|
|Mariner Wealth Advisors||Overland Park, KS||Dec 2013 - Aug 2017||3|
|Firstpoint Financial, LLC||Leawood, KS||Apr 2015 - Mar 2017||1|
|Firstpoint Financial, LLC||Leawood, KS||Dec 2013 - Jan 2016||2|
|Bfc Planning||Irvine, CA||Aug 2013 - Dec 2013||< 1|
|Berthel, Fisher & Company Financial Services, Inc.||Irvine, CA||Aug 2013 - Nov 2013||< 1|
|Bfc Planning, Inc.||Irvine, CA||Aug 2013 - Nov 2013||< 1|
|Lpl Financial LLC||Irvine, CA||Dec 2012 - Aug 2013||< 1|
|Berthel, Fisher & Company Financial Services, Inc.||Irvine, CA||Jan 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 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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