Bryan PickelheimerCRD 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.
Forum Financial Management, LP
Lincoln Financial Advisors Corporation
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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