Bryan Pickelheimer, financial advisor Naperville IL
88 score

Bryan Pickelheimer

CRD Number: 6360060
Current Firm: J.p. Morgan Securities LLC

Bryan Pickelheimer (CRD# 6360060) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naperville, IL and has over 2 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Naperville IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Jonathan Rogers, financial advisor Naperville IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Score
104
Similar Advisors
Karen Derose, financial advisor Naperville IL
Karen L. Derose
CRD# 2700732
Lincoln Financial Advisors Corporation
Score
103
Company Name Location Dates Years
Jp Morgan Securities LLC Naperville, IL Feb 2016 - Current < 1
Jpmorgan Chase Bank Naperville, IL Feb 2016 - Current < 1
Purshe Kaplan Sterling Investments Chicago, IL Oct 2014 - Feb 2016 1
Mcadam LLC Chicago, IL Oct 2014 - Feb 2016 1
Ja Bentley & Co Chicago, IL Oct 2014 - Feb 2016 1
Mcadam Financial Group Chicago, IL Sep 2014 - Oct 2014 < 1
Ing Financial Partners, Inc. Chicago, IL Jul 2014 - Oct 2014 < 1
Wheatstack Lisle, IL Aug 2007 - Oct 2014 7
Northern Illinois University Dekalb, IL Aug 2012 - May 2014 1
College Of Dupage Glen Ellyn, IL Jan 2010 - May 2012 2
Four Lakes Lisle, IL Oct 2010 - Apr 2011 < 1
University Of Illinois At Chicago Chicago, IL Aug 2008 - Dec 2009 1
Downers Grove South High School Downers Grove, IL Aug 2004 - May 2008 3
Meijer Bolingbrook, IL May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Bryan Pickelheimer
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.