Brady Schrock, financial advisor Laguna Hills CA
93 score

Brady Schrock

CRD Number: 5885496
Current Firm: J.p. Morgan Securities LLC

Brady Schrock (CRD# 5885496) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Hills, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC La Mirada, CA Oct 2012 - Current 4
Jp Morgan Chase Bank Na La Mirada, CA Aug 2010 - Current 6
Chase Investment Services Corp La Mirada, CA Jan 2011 - Oct 2012 1
Bank Of America Whittier, CA Sep 2009 - Aug 2010 < 1
Biola University La Mirada, CA Jan 2008 - Aug 2010 2
Hurley International Costa Mesa, CA Jul 2009 - Sep 2009 < 1
Peets Coffee And Tea Fullerton, CA Jan 2009 - Jul 2009 < 1
Bank Of America La Mirada, CA Jan 2004 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Brady S. Schrock
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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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