Bryan Pepper, financial advisor Irvine CA

Bryan Pepper

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Bryan H. Pepper
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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