Brittany Friar, financial advisor Long Beach CA
90 score

Brittany Friar

CRD Number: 5538319
Current Firm: J.p. Morgan Securities LLC

Brittany Friar (CRD# 5538319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, 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 Long Beach, CA Jun 2016 - Current < 1
Bank Of America, N.a. Long Beach, CA Jul 2012 - Jun 2016 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Long Beach, CA Jul 2012 - Jun 2016 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Toledo, OH Jun 2011 - Jun 2012 1
University Of Michigan Ann Arbor, MI Aug 2010 - Jun 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo, OH May 2010 - Aug 2010 < 1
University Of Michigan Ann Arbor, MI Aug 2009 - May 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sylvania, OH May 2009 - Aug 2009 < 1
University Of Michigan Ann Arbor, MI Aug 2008 - May 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sylvania, OH May 2008 - Aug 2008 < 1
University Of Michigan Ann Arbor, MI Aug 2007 - May 2008 < 1
Lenawee Christian School Adrian, MI Aug 2000 - Aug 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Brittany L. Friar
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
90
Clean Record
This advisor has a clean track record with regulators.

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