Bryan Smith (CRD# 6411688) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milford, MA and has over 8 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Providence, RI | Nov 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Providence, RI | Nov 2020 - Current | 3 |
| Citizens Bank | Newton, MA | Jun 2019 - Nov 2020 | 1 |
| Citizens Securities, Inc. | Boston, MA | Nov 2015 - Nov 2020 | 5 |
| Citizens Bank | Norwell, MA | Nov 2015 - Jun 2019 | 3 |
| Nylife Securities LLC | Providence, RI | Oct 2014 - Dec 2015 | 1 |
| New York Life Insurance Company | Providence, RI | Oct 2014 - Dec 2015 | 1 |
| Unemployed | Dartmouth, MA | Sep 2014 - Sep 2014 | < 1 |
| Heb | The Woodlands, TX | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- RI
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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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